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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 | $487,320 | $99,031+392.1% | $86,597+462.7% | $147,585+230.2% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 11.30% | 1312.56%-1301.3pp | 964.96%-953.7pp | 578.57%-567.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $32,702 | $3,972+723.2% | $3,609+806.2% | $5,439+501.3% |
| Admin fee / account holder | $24 | $5,711-99.6% | $4,906-99.5% | $10,885-99.8% |