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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 | $301,580 | $104,694+188.1% | $85,709+251.9% | $167,536+80.0% |
| Participation rate | 14.3% | 76.4%-62.1pp | 69.9%-55.6pp | 82.1%-67.8pp |
| Annual return | 29.32% | 21.45%+7.9pp | 21.49%+7.8pp | 478.82%-449.5pp |
| Employer contribution / active EE | $308 | $3,337-90.8% | $2,619-88.2% | $4,839-93.6% |
| Participant deferral / active EE | $2,047 | $4,826-57.6% | $3,924-47.8% | $6,342-67.7% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |