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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 | $354,226 | $107,806+228.6% | $90,655+290.7% | $135,382+161.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | 11.11% | -0.90%+12.0pp | 1.89%+9.2pp | 519.77%-508.7pp |
| Employer contribution / active EE | $2,500 | $3,018-17.2% | $2,532-1.3% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |