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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $280,416 | $181,896+54.2% | $156,551+79.1% | $273,972+2.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 5.16% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $10,126 | $6,248+62.1% | $5,501+84.1% | $4,869+108.0% |
| Participant deferral / active EE | $1,280 | $5,550-76.9% | $4,871-73.7% | $5,287-75.8% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |