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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 | $437,895 | $85,171+414.1% | $172,753+153.5% | $72,976+500.1% |
| Participation rate | 8.0% | 70.1%-62.1pp | 82.6%-74.6pp | 69.5%-61.5pp |
| Annual return | 31.84% | 27.32%+4.5pp | 803.00%-771.2pp | 81.02%-49.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,960 | $3,260-39.9% | $5,198-62.3% | $3,608-45.7% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |