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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 | $257,708 | $209,425+23.1% | $178,499+44.4% | $158,966+62.1% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 17.35% | 188.80%-171.4pp | 151.10%-133.8pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,123 | $5,707-80.3% | $5,011-77.6% | $4,762-76.4% |
| Participant deferral / active EE | $6,583 | $5,955+10.6% | $5,202+26.5% | $5,983+10.0% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |