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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 | $343,769 | $110,212+211.9% | $96,534+256.1% | $139,466+146.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 19.88% | 26.42%-6.5pp | 25.88%-6.0pp | 373.66%-353.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,783 | $5,547-13.8% | $4,851-1.4% | $6,712-28.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |