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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 | $266,911 | $175,231+52.3% | $149,696+78.3% | $139,466+91.4% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 12.79% | 166.77%-154.0pp | 134.46%-121.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $7,500 | $5,478+36.9% | $4,821+55.6% | $4,754+57.8% |
| Participant deferral / active EE | $750 | $6,521-88.5% | $5,682-86.8% | $6,712-88.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |