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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 | $52,353+2725.4% | $120,225+1130.3% | $82,448+1694.1% |
| Participation rate | 3.6% | 58.3%-54.7pp | 69.6%-66.0pp | 68.1%-64.5pp |
| Annual return | 18.45% | 61.85%-43.4pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,107 | $2,627-57.9% | $3,999-72.3% | $4,139-73.3% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |