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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 | $150,442+119.8% | $136,295+142.7% | $147,585+124.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.51% | 1049.09%-1035.6pp | 5155.97%-5142.5pp | 578.56%-565.1pp |
| Employer contribution / active EE | $991 | $5,256-81.2% | $4,695-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $1,151 | $6,630-82.6% | $6,247-81.6% | $5,439-78.8% |
| Admin fee / account holder | $139 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |