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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 | $592,904 | $209,336+183.2% | $197,124+200.8% | $137,256+332.0% |
| Participation rate | 12.5% | 87.3%-74.8pp | 86.7%-74.2pp | 80.0%-67.5pp |
| Annual return | 18.32% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,725 | $6,591-73.8% | $6,227-72.3% | $4,156-58.5% |
| Participant deferral / active EE | $2,875 | $9,614-70.1% | $9,135-68.5% | $6,407-55.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |