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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 | $225,673+15.2% | $203,872+27.6% | $155,188+67.6% |
| Participation rate | 28.6% | 80.3%-51.7pp | 77.8%-49.2pp | 80.8%-52.2pp |
| Annual return | 15.82% | 95.91%-80.1pp | 85.11%-69.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,796 | $6,893-59.4% | $6,388-56.2% | $6,531-57.2% |
| Admin fee / account holder | $127 | $12,327-99.0% | $11,730-98.9% | $14,480-99.1% |