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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 | $389,533 | $213,785+82.2% | $185,441+110.1% | $155,188+151.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 15.22% | 19.97%-4.8pp | 20.16%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,921 | $6,864+73.7% | $6,152+93.8% | $6,531+82.5% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |