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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 | $936,739 | $209,428+347.3% | $178,498+424.8% | $158,950+489.3% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 14.63% | 188.78%-174.2pp | 151.09%-136.5pp | 302.91%-288.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,050 | $5,955+18.4% | $5,202+35.5% | $5,983+17.8% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |