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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 | $295,850 | $160,059+84.8% | $140,019+111.3% | $135,380+118.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -6.68% | 911.48%-918.2pp | 651.17%-657.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,048 | $6,420-83.7% | $5,605-81.3% | $4,779-78.1% |
| Participant deferral / active EE | $4,583 | $7,641-40.0% | $6,927-33.8% | $5,609-18.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |