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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 | $317,942 | $202,342+57.1% | $172,752+84.0% | $152,897+107.9% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 27.62% | 1029.83%-1002.2pp | 802.97%-775.3pp | 345.43%-317.8pp |
| Employer contribution / active EE | $969 | $5,858-83.5% | $5,144-81.2% | $4,764-79.7% |
| Participant deferral / active EE | $3,552 | $5,948-40.3% | $5,198-31.7% | $5,851-39.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |