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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 | $1,348,563 | $209,336+544.2% | $197,124+584.1% | $137,256+882.5% |
| Participation rate | 18.2% | 87.3%-69.1pp | 86.7%-68.5pp | 80.0%-61.8pp |
| Annual return | 38.68% | 48.09%-9.4pp | 44.34%-5.7pp | 220.34%-181.7pp |
| Employer contribution / active EE | $12,727 | $6,591+93.1% | $6,227+104.4% | $4,156+206.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |