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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 | $308,116 | $131,835+133.7% | $108,582+183.8% | $273,972+12.5% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 3.54% | -91.57%+95.1pp | -51.70%+55.2pp | 41.46%-37.9pp |
| Employer contribution / active EE | $384 | $4,913-92.2% | $3,758-89.8% | $4,869-92.1% |
| Participant deferral / active EE | $7,200 | $5,127+40.4% | $4,311+67.0% | $5,287+36.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |