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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 | $328,441 | $106,247+209.1% | $96,515+240.3% | $139,466+135.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 17.27% | 38.47%-21.2pp | 35.73%-18.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $575 | $4,106-86.0% | $3,740-84.6% | $4,754-87.9% |
| Participant deferral / active EE | $3,994 | $5,456-26.8% | $4,880-18.2% | $6,712-40.5% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |