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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 | $936,857 | $209,847+346.4% | $189,520+394.3% | $167,518+459.3% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 22.70% | 748.45%-725.7pp | 555.25%-532.5pp | 478.71%-456.0pp |
| Employer contribution / active EE | $1,250 | $6,913-81.9% | $6,161-79.7% | $4,838-74.2% |
| Participant deferral / active EE | $4,875 | $8,934-45.4% | $8,220-40.7% | $6,342-23.1% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |