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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 | $317,727 | $181,896+74.7% | $156,551+103.0% | $273,972+16.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.59% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $611 | $6,248-90.2% | $5,501-88.9% | $4,869-87.5% |
| Participant deferral / active EE | $14,039 | $5,550+153.0% | $4,871+188.2% | $5,287+165.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |