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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 | $272,508 | $148,623+83.4% | $135,974+100.4% | $139,466+95.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.90% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,198 | $5,246-77.2% | $4,859-75.4% | $4,754-74.8% |
| Participant deferral / active EE | $1,245 | $8,103-84.6% | $7,760-84.0% | $6,712-81.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |