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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 | $260,117 | $166,242+56.5% | $165,071+57.6% | $145,884+78.3% |
| Participation rate | 23.1% | 82.0%-58.9pp | 78.6%-55.5pp | 80.3%-57.2pp |
| Annual return | 16.30% | 100.44%-84.1pp | 70.17%-53.9pp | 551.85%-535.5pp |
| Employer contribution / active EE | $762 | $5,283-85.6% | $4,347-82.5% | $4,662-83.7% |
| Participant deferral / active EE | $5,248 | $6,964-24.6% | $6,035-13.0% | $6,690-21.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |