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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 | $106,267+209.1% | $96,520+240.3% | $139,456+135.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 17.27% | 38.45%-21.2pp | 35.72%-18.5pp | 373.45%-356.2pp |
| Employer contribution / active EE | $575 | $4,105-86.0% | $3,739-84.6% | $4,753-87.9% |
| Participant deferral / active EE | $3,994 | $5,454-26.8% | $4,879-18.1% | $6,711-40.5% |
| Admin fee / account holder | $20 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |