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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 | $650,644 | $103,038+531.5% | $90,324+620.3% | $152,909+325.5% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 18.73% | 95.25%-76.5pp | 78.15%-59.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,076 | $4,282-74.9% | $3,885-72.3% | $5,851-81.6% |
| Admin fee / account holder | $20 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |