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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 | $792,392 | $166,242+376.7% | $165,071+380.0% | $145,884+443.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 15.94% | 100.44%-84.5pp | 70.17%-54.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $800 | $5,283-84.9% | $4,347-81.6% | $4,662-82.8% |
| Participant deferral / active EE | $6,500 | $6,964-6.7% | $6,035+7.7% | $6,690-2.8% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |