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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 | $250,435 | $175,231+42.9% | $149,696+67.3% | $139,466+79.6% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 31.46% | 166.77%-135.3pp | 134.46%-103.0pp | 373.66%-342.2pp |
| Employer contribution / active EE | $942 | $5,478-82.8% | $4,821-80.5% | $4,754-80.2% |
| Participant deferral / active EE | $11,919 | $6,521+82.8% | $5,682+109.8% | $6,712+77.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |