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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 | $272,924 | $185,225+47.3% | $142,898+91.0% | $167,536+62.9% |
| Participation rate | 60.0% | 78.5%-18.5pp | 72.0%-12.0pp | 82.1%-22.1pp |
| Annual return | 23.65% | 8558.12%-8534.5pp | 5639.64%-5616.0pp | 478.82%-455.2pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |