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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 | $258,208 | $181,896+42.0% | $156,551+64.9% | $273,972-5.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.87% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $848 | $6,248-86.4% | $5,501-84.6% | $4,869-82.6% |
| Participant deferral / active EE | $3,532 | $5,550-36.4% | $4,871-27.5% | $5,287-33.2% |
| Admin fee / account holder | $91 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |