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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 | $1,479,180 | $56,116+2535.9% | $135,768+989.5% | $86,983+1600.5% |
| Participation rate | 3.6% | 60.1%-56.6pp | 71.1%-67.5pp | 69.5%-66.0pp |
| Annual return | 18.45% | 125.33%-106.9pp | 526.10%-507.6pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,107 | $2,690-58.8% | $3,977-72.2% | $4,194-73.6% |
| Admin fee / account holder | $0 | $4,314-100.0% | $7,048-100.0% | $7,856-100.0% |