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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 | $284,452 | $183,516+55.0% | $155,534+82.9% | $145,884+95.0% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 12.73% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $7,055 | $5,315+32.8% | $4,675+50.9% | $4,662+51.3% |
| Participant deferral / active EE | $682 | $6,467-89.5% | $5,630-87.9% | $6,690-89.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |