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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 | $599,911 | $227,399+163.8% | $189,758+216.1% | $198,609+202.1% |
| Participation rate | 22.2% | 84.0%-61.8pp | 79.8%-57.6pp | 82.4%-60.2pp |
| Annual return | 19.41% | 61.03%-41.6pp | 52.62%-33.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,110 | $5,526-79.9% | $4,767-76.7% | $5,055-78.0% |
| Participant deferral / active EE | $5,222 | $6,837-23.6% | $5,856-10.8% | $6,977-25.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |