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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 | $898,407 | $167,353+436.8% | $143,797+524.8% | $134,545+567.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -1.74% | 0.48%-2.2pp | -0.04%-1.7pp | 418.37%-420.1pp |
| Employer contribution / active EE | $528 | $5,620-90.6% | $4,952-89.3% | $4,742-88.9% |
| Participant deferral / active EE | $2,237 | $6,447-65.3% | $5,638-60.3% | $6,401-65.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |