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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 | $183,539+121.9% | $155,556+161.8% | $145,897+179.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 13.25% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $685 | $5,315-87.1% | $4,675-85.3% | $4,663-85.3% |
| Participant deferral / active EE | $3,808 | $6,467-41.1% | $5,631-32.4% | $6,689-43.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |