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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 | $367,429 | $118,875+209.1% | $96,572+280.5% | $167,553+119.3% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.3pp | 82.1%-53.5pp |
| Annual return | 16.73% | 50.50%-33.8pp | 37.79%-21.1pp | 478.89%-462.2pp |
| Employer contribution / active EE | $161 | $3,121-94.9% | $2,357-93.2% | $4,840-96.7% |
| Participant deferral / active EE | $7,589 | $4,617+64.4% | $3,850+97.1% | $6,343+19.7% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |