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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 | $302,362 | $110,093+174.6% | $97,295+210.8% | $145,897+107.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 21.18% | 244.76%-223.6pp | 75.62%-54.4pp | 552.29%-531.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $130 | $4,678-97.2% | $4,264-97.0% | $6,689-98.1% |
| Admin fee / account holder | $163 | $6,212-97.4% | $5,646-97.1% | $13,390-98.8% |