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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 | $966,726 | $209,422+361.6% | $178,503+441.6% | $158,982+508.1% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 47.45% | 188.81%-141.4pp | 151.12%-103.7pp | 302.99%-255.5pp |
| Employer contribution / active EE | $845 | $5,707-85.2% | $5,011-83.1% | $4,763-82.3% |
| Participant deferral / active EE | $5,010 | $5,955-15.9% | $5,202-3.7% | $5,983-16.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |