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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 | $344,529 | $201,344+71.1% | $184,243+87.0% | $145,877+136.2% |
| Participation rate | 46.7% | 87.5%-40.8pp | 86.8%-40.2pp | 80.3%-33.6pp |
| Annual return | 38.77% | 29.01%+9.8pp | 28.82%+10.0pp | 551.28%-512.5pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,363 | $9,807-14.7% | $9,132-8.4% | $6,691+25.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |