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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 | $402,378 | $115,810+247.4% | $101,271+297.3% | $158,966+153.1% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 12.68% | 56.15%-43.5pp | 46.48%-33.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,695 | $4,958-5.3% | $4,371+7.4% | $5,983-21.5% |
| Admin fee / account holder | $16 | $7,248-99.8% | $5,948-99.7% | $11,250-99.9% |