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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 | $285,377 | $113,941+150.5% | $94,228+202.9% | $125,388+127.6% |
| Participation rate | 40.0% | 82.9%-42.9pp | 78.8%-38.8pp | 83.2%-43.2pp |
| Annual return | 5.17% | 5.29%-0.1pp | 10.68%-5.5pp | 282.24%-277.1pp |
| Employer contribution / active EE | $384 | $4,727-91.9% | $3,587-89.3% | $4,866-92.1% |
| Participant deferral / active EE | $7,200 | $5,179+39.0% | $4,320+66.7% | $5,352+34.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |