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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 | $407,323 | $183,592+121.9% | $155,567+161.8% | $145,959+179.1% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 13.25% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $685 | $5,315-87.1% | $4,674-85.3% | $4,661-85.3% |
| Participant deferral / active EE | $3,808 | $6,464-41.1% | $5,628-32.3% | $6,689-43.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |