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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 | $777,865 | $108,882+614.4% | $96,754+704.0% | $154,746+402.7% |
| Participation rate | 11.1% | 75.1%-64.0pp | 70.3%-59.2pp | 80.7%-69.6pp |
| Annual return | 15.14% | 98.39%-83.2pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $377 | $3,018-87.5% | $2,679-85.9% | $4,379-91.4% |
| Participant deferral / active EE | $377 | $5,323-92.9% | $4,758-92.1% | $6,730-94.4% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |