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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 | $562,139 | $162,821+245.2% | $133,978+319.6% | $158,982+253.6% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 10.21% | 41.95%-31.7pp | 45.10%-34.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $748 | $4,976-85.0% | $3,919-80.9% | $4,763-84.3% |
| Participant deferral / active EE | $7,000 | $5,910+18.4% | $5,047+38.7% | $5,983+17.0% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |