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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 | $382,861 | $96,419+297.1% | $80,648+374.7% | $139,487+174.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 11.92% | 1352.86%-1340.9pp | 937.21%-925.3pp | 373.84%-361.9pp |
| Employer contribution / active EE | $3,200 | $3,261-1.9% | $2,724+17.5% | $4,755-32.7% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |