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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 | $279,781 | $167,353+67.2% | $143,797+94.6% | $134,545+107.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.58% | 0.48%-15.1pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,000 | $6,447+24.1% | $5,638+41.9% | $6,401+25.0% |
| Admin fee / account holder | $24 | $18,096-99.9% | $14,679-99.8% | $11,431-99.8% |