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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 | $293,098 | $150,442+94.8% | $136,295+115.0% | $147,585+98.6% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 19.18% | 1049.09%-1029.9pp | 5155.97%-5136.8pp | 578.56%-559.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,600 | $6,630-45.7% | $6,247-42.4% | $5,439-33.8% |
| Admin fee / account holder | $30 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |