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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 | $336,789 | $171,492+96.4% | $150,734+123.4% | $198,609+69.6% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 10.88% | 804.70%-793.8pp | 600.81%-589.9pp | 202.70%-191.8pp |
| Employer contribution / active EE | $18,300 | $5,470+234.6% | $4,918+272.1% | $5,055+262.0% |
| Participant deferral / active EE | $2,004 | $6,259-68.0% | $5,610-64.3% | $6,977-71.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |