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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 | $396,633 | $106,551+272.2% | $91,225+334.8% | $134,532+194.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | 18.14% | 160.78%-142.6pp | 114.12%-96.0pp | 418.27%-400.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,000 | $4,718+154.3% | $4,233+183.5% | $6,401+87.5% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |