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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 | $329,086 | $108,285+203.9% | $77,552+324.3% | $158,982+107.0% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 75.57% | 31.69%+43.9pp | 54.82%+20.8pp | 302.99%-227.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,333 | $2,455-45.7% | $1,861-28.4% | $5,983-77.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |