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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 | $349,911 | $201,370+73.8% | $184,256+89.9% | $145,897+139.8% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 24.26% | 29.05%-4.8pp | 28.85%-4.6pp | 552.29%-528.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,012 | $9,808-8.1% | $9,133-1.3% | $6,689+34.7% |
| Admin fee / account holder | $278 | $16,364-98.3% | $13,899-98.0% | $13,390-97.9% |