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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 | $264,563 | $199,109+32.9% | $173,730+52.3% | $154,746+71.0% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.6%-59.6pp | 80.7%-60.7pp |
| Annual return | 18.50% | 20.02%-1.5pp | 19.96%-1.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $862 | $5,311-83.8% | $4,577-81.2% | $4,379-80.3% |
| Participant deferral / active EE | $3,120 | $7,113-56.1% | $6,326-50.7% | $6,730-53.6% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |