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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 | $1,346,120 | $215,361+525.1% | $171,082+686.8% | $273,972+391.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 8.55% | 25.14%-16.6pp | 32.56%-24.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $24,500 | $4,967+393.3% | $4,002+512.2% | $4,869+403.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $256 | $10,846-97.6% | $8,520-97.0% | $10,133-97.5% |