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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 | $298,222 | $228,395+30.6% | $185,861+60.5% | $158,982+87.6% |
| Participation rate | 45.5% | 82.3%-36.9pp | 78.0%-32.6pp | 82.0%-36.5pp |
| Annual return | 25.08% | 40.82%-15.7pp | 35.96%-10.9pp | 302.99%-277.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,240 | $6,417-49.5% | $5,634-42.5% | $5,983-45.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |