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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 | $476,872 | $171,867+177.5% | $149,721+218.5% | $147,586+223.1% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 20.99% | 2113.36%-2092.4pp | 1501.67%-1480.7pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,100 | $6,275-82.5% | $5,444-79.8% | $4,876-77.4% |
| Participant deferral / active EE | $4,500 | $7,270-38.1% | $6,568-31.5% | $5,439-17.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |