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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 | $252,246 | $201,372+25.3% | $184,260+36.9% | $145,884+72.9% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 20.90% | 29.04%-8.1pp | 28.84%-7.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,727 | $9,808-51.8% | $9,133-48.2% | $6,690-29.3% |
| Admin fee / account holder | $30 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |