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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 | $254,400 | $226,090+12.5% | $182,531+39.4% | $152,885+66.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 58.73% | 192.57%-133.8pp | 148.57%-89.8pp | 345.39%-286.7pp |
| Employer contribution / active EE | $333 | $4,978-93.3% | $4,075-91.8% | $4,763-93.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |