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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 | $510,814 | $275,752+85.2% | $256,809+98.9% | $198,609+157.2% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 11.02% | 34.81%-23.8pp | 32.73%-21.7pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,644 | $7,721-78.7% | $7,263-77.4% | $5,055-67.5% |
| Participant deferral / active EE | $11,808 | $10,037+17.6% | $9,520+24.0% | $6,977+69.3% |
| Admin fee / account holder | $71 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |