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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 | $285,164 | $185,312+53.9% | $161,489+76.6% | $154,746+84.3% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 55.54% | 103.84%-48.3pp | 89.72%-34.2pp | 172.34%-116.8pp |
| Employer contribution / active EE | $827 | $4,769-82.7% | $4,268-80.6% | $4,379-81.1% |
| Participant deferral / active EE | $5,486 | $6,350-13.6% | $5,630-2.6% | $6,730-18.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |