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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 | $330,735 | $150,447+119.8% | $136,298+142.7% | $147,586+124.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.51% | 1049.15%-1035.6pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $991 | $5,256-81.2% | $4,696-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $1,151 | $6,631-82.6% | $6,247-81.6% | $5,439-78.8% |
| Admin fee / account holder | $139 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |