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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 | $474,352 | $117,895+302.4% | $102,460+363.0% | $145,897+225.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 24.00% | 31.92%-7.9pp | 29.47%-5.5pp | 552.29%-528.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,464 | $5,736+82.4% | $5,056+106.9% | $6,689+56.4% |
| Admin fee / account holder | $30 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |