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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 | $365,312 | $196,972+85.5% | $182,262+100.4% | $198,609+83.9% |
| Participation rate | 16.7% | 85.7%-69.0pp | 84.2%-67.5pp | 82.4%-65.7pp |
| Annual return | 17.42% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $797 | $5,364-85.1% | $5,046-84.2% | $5,055-84.2% |
| Participant deferral / active EE | $5,167 | $8,643-40.2% | $8,276-37.6% | $6,977-25.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |