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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 | $209,874+346.4% | $189,537+394.3% | $167,536+459.2% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 22.70% | 748.61%-725.9pp | 555.34%-532.6pp | 478.82%-456.1pp |
| Employer contribution / active EE | $1,250 | $6,913-81.9% | $6,161-79.7% | $4,839-74.2% |
| Participant deferral / active EE | $4,875 | $8,934-45.4% | $8,220-40.7% | $6,342-23.1% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |