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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 | $556,146 | $183,627+202.9% | $155,602+257.4% | $145,978+281.0% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 14.94% | 61.32%-46.4pp | 64.81%-49.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,680 | $6,466-43.1% | $5,629-34.6% | $6,690-45.0% |
| Admin fee / account holder | $12 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |