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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 | $272,011 | $127,298+113.7% | $109,916+147.5% | $167,553+62.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $281 | $3,325-91.5% | $2,844-90.1% | $4,840-94.2% |
| Participant deferral / active EE | $281 | $4,513-93.8% | $4,047-93.0% | $6,343-95.6% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |