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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 | $419,437 | $71,230+488.8% | $93,727+347.5% | $80,959+418.1% |
| Participation rate | 10.5% | 60.4%-49.9pp | 68.7%-58.2pp | 67.7%-57.1pp |
| Annual return | 31.01% | 11.26%+19.7pp | 133.83%-102.8pp | 35.67%-4.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,482 | $4,037-63.3% | $4,417-66.5% | $4,300-65.5% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |