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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 | $5,457,397 | $127,386+4184.1% | $115,037+4644.0% | $125,393+4252.2% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -0.92% | 31.28%-32.2pp | 26.14%-27.1pp | 282.23%-283.2pp |
| Employer contribution / active EE | $1,000 | $5,166-80.6% | $4,608-78.3% | $4,866-79.4% |
| Participant deferral / active EE | $1,200 | $6,423-81.3% | $6,026-80.1% | $5,351-77.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |