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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 | $481,879 | $95,424+405.0% | $185,854+159.3% | $85,852+461.3% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.12%-122.1pp | 318.66%-318.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $1,152 | $3,424-66.4% | $5,569-79.3% | $3,952-70.9% |
| Admin fee / account holder | $3 | $7,215-100.0% | $16,246-100.0% | $6,261-100.0% |