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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 | $264,216 | $176,120+50.0% | $159,487+65.7% | $167,553+57.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 13.96% | 331.95%-318.0pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $13,250 | $7,752+70.9% | $7,354+80.2% | $6,343+108.9% |
| Admin fee / account holder | $60 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |