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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 | $380,203 | $95,188+299.4% | $76,518+396.9% | $135,379+180.8% |
| Participation rate | 12.5% | 74.4%-61.9pp | 68.0%-55.5pp | 82.6%-70.1pp |
| Annual return | -0.87% | 4.85%-5.7pp | -0.27%-0.6pp | 519.79%-520.7pp |
| Employer contribution / active EE | $380 | $3,303-88.5% | $2,647-85.6% | $4,779-92.0% |
| Participant deferral / active EE | $490 | $4,640-89.4% | $3,836-87.2% | $5,609-91.3% |
| Admin fee / account holder | $16 | $6,249-99.7% | $4,849-99.7% | $10,828-99.9% |