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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 | $292,710 | $85,171+243.7% | $172,753+69.4% | $72,976+301.1% |
| Participation rate | 20.6% | 70.1%-49.4pp | 82.6%-62.0pp | 69.5%-48.9pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,313 | $3,324-30.4% | $5,144-55.0% | $2,440-5.2% |
| Participant deferral / active EE | $205 | $3,260-93.7% | $5,198-96.1% | $3,608-94.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |