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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 | $625,769 | $72,071+768.3% | $68,368+815.3% | $137,256+355.9% |
| Participation rate | 5.6% | 76.2%-70.7pp | 73.8%-68.2pp | 80.0%-74.4pp |
| Annual return | 192.76% | 353.14%-160.4pp | 292.57%-99.8pp | 220.34%-27.6pp |
| Employer contribution / active EE | $1,306 | $2,788-53.2% | $2,649-50.7% | $4,156-68.6% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |