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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 | $109,967+175.0% | $97,197+211.1% | $145,877+107.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 21.18% | 244.27%-223.1pp | 75.47%-54.3pp | 551.28%-530.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $130 | $4,676-97.2% | $4,263-97.0% | $6,691-98.1% |
| Admin fee / account holder | $163 | $6,199-97.4% | $5,637-97.1% | $13,402-98.8% |