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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 | $313,005 | $65,566+377.4% | $86,235+263.0% | $75,177+316.4% |
| Participation rate | 9.8% | 60.5%-50.7pp | 69.0%-59.2pp | 67.2%-57.4pp |
| Annual return | 27.89% | 46.07%-18.2pp | 1170.03%-1142.1pp | 160.75%-132.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,346 | $3,023-55.5% | $3,987-66.2% | $4,126-67.4% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |