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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 | $326,091 | $157,296+107.3% | $141,191+131.0% | $152,897+113.3% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 14.71% | 64.34%-49.6pp | 71.41%-56.7pp | 345.43%-330.7pp |
| Employer contribution / active EE | $267 | $5,262-94.9% | $4,736-94.4% | $4,764-94.4% |
| Participant deferral / active EE | $5,556 | $7,111-21.9% | $6,710-17.2% | $5,851-5.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |