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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 | $897,472 | $180,466+397.3% | $154,114+482.3% | $135,382+562.9% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -0.20% | 888.15%-888.4pp | 735.16%-735.4pp | 519.77%-520.0pp |
| Employer contribution / active EE | $12,484 | $6,035+106.8% | $5,298+135.6% | $4,779+161.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $91 | $16,144-99.4% | $13,411-99.3% | $10,829-99.2% |