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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,023,172 | $184,014+456.0% | $161,149+534.9% | $138,895+636.7% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 26.36% | 21.52%+4.8pp | 21.16%+5.2pp | 145.39%-119.0pp |
| Employer contribution / active EE | $800 | $5,055-84.2% | $4,360-81.7% | $4,194-80.9% |
| Participant deferral / active EE | $6,500 | $6,909-5.9% | $6,153+5.6% | $6,396+1.6% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |