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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 | $261,413 | $110,379+136.8% | $102,412+155.3% | $145,884+79.2% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 11.25% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $396 | $4,216-90.6% | $3,870-89.8% | $4,662-91.5% |
| Participant deferral / active EE | $6,689 | $5,622+19.0% | $5,060+32.2% | $6,6900% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |