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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 | $223,823+164.9% | $211,142+180.8% | $154,746+283.1% |
| Participation rate | 12.5% | 87.9%-75.4pp | 87.3%-74.8pp | 80.7%-68.2pp |
| Annual return | 18.32% | 50.39%-32.1pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,725 | $6,787-74.6% | $6,442-73.2% | $4,379-60.6% |
| Participant deferral / active EE | $2,875 | $9,750-70.5% | $9,284-69.0% | $6,730-57.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |