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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 | $292,310 | $185,312+57.7% | $161,489+81.0% | $154,746+88.9% |
| Participation rate | 21.4% | 82.5%-61.0pp | 78.7%-57.3pp | 80.7%-59.3pp |
| Annual return | 12.81% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $589 | $4,769-87.7% | $4,268-86.2% | $4,379-86.6% |
| Participant deferral / active EE | $4,286 | $6,350-32.5% | $5,630-23.9% | $6,730-36.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |