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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 | $415,376 | $201,372+106.3% | $184,260+125.4% | $145,884+184.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 26.03% | 29.04%-3.0pp | 28.84%-2.8pp | 551.85%-525.8pp |
| Employer contribution / active EE | $887 | $7,024-87.4% | $6,427-86.2% | $4,662-81.0% |
| Participant deferral / active EE | $9,640 | $9,808-1.7% | $9,133+5.6% | $6,690+44.1% |
| Admin fee / account holder | $54 | $16,362-99.7% | $13,898-99.6% | $13,392-99.6% |