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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 | $602,860 | $103,000+485.3% | $90,300+567.6% | $152,885+294.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 16.44% | 95.19%-78.8pp | 78.11%-61.7pp | 345.39%-329.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $24,500 | $4,281+472.3% | $3,884+530.7% | $5,851+318.7% |
| Admin fee / account holder | $24 | $6,173-99.6% | $5,353-99.6% | $11,598-99.8% |