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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 | $360,548 | $155,555+131.8% | $146,866+145.5% | $155,188+132.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 13.29% | 115.41%-102.1pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,386 | $8,044-45.5% | $7,759-43.5% | $6,531-32.8% |
| Admin fee / account holder | $120 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |