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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 | $255,065 | $124,314+105.2% | $109,163+133.7% | $167,518+52.3% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.9%-55.9pp | 82.1%-62.1pp |
| Annual return | 18.79% | 26.04%-7.3pp | 25.75%-7.0pp | 478.71%-459.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,200 | $5,256-1.1% | $4,654+11.7% | $6,342-18.0% |
| Admin fee / account holder | $120 | $7,973-98.5% | $6,754-98.2% | $12,312-99.0% |