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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 | $518,850 | $209,422+147.8% | $178,503+190.7% | $158,982+226.4% |
| Participation rate | 15.4% | 86.4%-71.0pp | 81.9%-66.5pp | 82.0%-66.6pp |
| Annual return | 13.84% | 188.81%-175.0pp | 151.12%-137.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,055 | $5,707-81.5% | $5,011-78.9% | $4,763-77.8% |
| Participant deferral / active EE | $2,077 | $5,955-65.1% | $5,202-60.1% | $5,983-65.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |