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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 | $744,422 | $92,766+702.5% | $82,763+799.5% | $134,545+453.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -16.11% | 946.97%-963.1pp | 702.45%-718.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,800 | $4,802+62.4% | $4,395+77.5% | $6,401+21.9% |
| Admin fee / account holder | $20 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |