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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 | $1,660,784 | $84,551+1864.2% | $61,452+2602.6% | $134,532+1134.5% |
| Participation rate | 14.3% | 62.2%-47.9pp | 52.6%-38.3pp | 81.2%-66.9pp |
| Annual return | 114.64% | 585.39%-470.7pp | 338.96%-224.3pp | 418.27%-303.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $857 | $2,818-69.6% | $2,125-59.7% | $6,401-86.6% |
| Admin fee / account holder | $6 | $2,587-99.8% | $2,131-99.7% | $11,429-99.9% |