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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 | $254,759+3.8% | $216,567+22.2% | $198,609+33.2% |
| Participation rate | 20.0% | 84.5%-64.5pp | 81.6%-61.6pp | 82.4%-62.4pp |
| Annual return | 18.50% | 10.04%+8.5pp | 12.94%+5.6pp | 202.70%-184.2pp |
| Employer contribution / active EE | $862 | $6,096-85.9% | $5,216-83.5% | $5,055-83.0% |
| Participant deferral / active EE | $3,120 | $6,948-55.1% | $6,191-49.6% | $6,977-55.3% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |