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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 | $458,495 | $198,457+131.0% | $170,435+169.0% | $147,586+210.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 34.03% | 257.30%-223.3pp | 205.94%-171.9pp | 578.59%-544.6pp |
| Employer contribution / active EE | $1,363 | $6,183-78.0% | $5,432-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $1,143 | $5,629-79.7% | $4,939-76.9% | $5,439-79.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |