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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 | $313,353 | $138,075+126.9% | $123,552+153.6% | $135,379+131.5% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -8.90% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $720 | $5,152-86.0% | $4,628-84.4% | $4,779-84.9% |
| Participant deferral / active EE | $7,538 | $6,800+10.9% | $6,426+17.3% | $5,609+34.4% |
| Admin fee / account holder | $139 | $10,917-98.7% | $9,285-98.5% | $10,828-98.7% |