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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 | $324,213 | $198,461+63.4% | $170,436+90.2% | $147,585+119.7% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 21.41% | 257.30%-235.9pp | 205.94%-184.5pp | 578.57%-557.2pp |
| Employer contribution / active EE | $800 | $6,184-87.1% | $5,433-85.3% | $4,876-83.6% |
| Participant deferral / active EE | $5,083 | $5,629-9.7% | $4,939+2.9% | $5,439-6.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |