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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 | $476,197 | $183,539+159.5% | $155,556+206.1% | $145,897+226.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.06% | 61.31%-51.2pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,257 | $5,315-76.3% | $4,675-73.1% | $4,663-73.0% |
| Participant deferral / active EE | $1,572 | $6,467-75.7% | $5,631-72.1% | $6,689-76.5% |
| Admin fee / account holder | $37 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |