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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 | $311,690 | $202,342+54.0% | $172,753+80.4% | $152,909+103.8% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 22.84% | 1029.88%-1007.0pp | 803.00%-780.2pp | 345.46%-322.6pp |
| Employer contribution / active EE | $979 | $5,857-83.3% | $5,144-81.0% | $4,764-79.4% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,851+22.1% |
| Admin fee / account holder | $145 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |