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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 | $478,734 | $183,627+160.7% | $155,602+207.7% | $145,978+227.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.33% | 61.32%-46.0pp | 64.81%-49.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,070 | $5,316-79.9% | $4,675-77.1% | $4,662-77.1% |
| Participant deferral / active EE | $1,350 | $6,466-79.1% | $5,629-76.0% | $6,690-79.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |