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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 | $260,074 | $208,088+25.0% | $186,193+39.7% | $154,746+68.1% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.1%-48.5pp | 80.7%-52.1pp |
| Annual return | 15.82% | 89.97%-74.2pp | 78.03%-62.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,796 | $7,078-60.5% | $6,513-57.1% | $6,730-58.5% |
| Admin fee / account holder | $127 | $11,698-98.9% | $11,058-98.8% | $14,365-99.1% |