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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 | $403,799 | $165,381+144.2% | $149,730+169.7% | $158,966+154.0% |
| Participation rate | 22.2% | 84.6%-62.4pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 15.49% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.5pp |
| Employer contribution / active EE | $267 | $5,104-94.8% | $4,645-94.3% | $4,762-94.4% |
| Participant deferral / active EE | $5,778 | $7,182-19.6% | $6,843-15.6% | $5,983-3.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |