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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 | $325,605 | $155,555+109.3% | $146,866+121.7% | $155,188+109.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 13.63% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,060 | $4,647-77.2% | $4,425-76.0% | $4,248-75.0% |
| Participant deferral / active EE | $1,325 | $8,044-83.5% | $7,759-82.9% | $6,531-79.7% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |