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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 | $475,707 | $202,342+135.1% | $172,752+175.4% | $152,897+211.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.87% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $998 | $5,858-83.0% | $5,144-80.6% | $4,764-79.0% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |