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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 | $260,628 | $144,124+80.8% | $117,857+121.1% | $147,585+76.6% |
| Participation rate | 18.8% | 83.4%-64.7pp | 79.7%-60.9pp | 82.8%-64.1pp |
| Annual return | 21.79% | 531.17%-509.4pp | 335.09%-313.3pp | 578.57%-556.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,552 | $5,316-52.0% | $4,482-43.0% | $5,439-53.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |