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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 | $291,196 | $149,040+95.4% | $120,225+142.2% | $137,256+112.2% |
| Participation rate | 26.1% | 75.4%-49.3pp | 69.6%-43.5pp | 80.0%-53.9pp |
| Annual return | 15.60% | 605.68%-590.1pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,441 | $4,350-66.9% | $3,475-58.6% | $4,156-65.3% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |