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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 | $266,681 | $133,981+99.0% | $112,249+137.6% | $134,532+98.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.72% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,717 | $5,292-10.9% | $4,729-0.3% | $6,401-26.3% |
| Admin fee / account holder | $98 | $7,492-98.7% | $6,412-98.5% | $11,429-99.1% |