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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 | $649,383 | $202,342+220.9% | $172,753+275.9% | $152,909+324.7% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 26.44% | 1029.88%-1003.4pp | 803.00%-776.6pp | 345.46%-319.0pp |
| Employer contribution / active EE | $1,230 | $5,857-79.0% | $5,144-76.1% | $4,764-74.2% |
| Participant deferral / active EE | $7,274 | $5,948+22.3% | $5,198+39.9% | $5,851+24.3% |
| Admin fee / account holder | $125 | $17,112-99.3% | $13,956-99.1% | $11,601-98.9% |