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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 | $306,638 | $173,526+76.7% | $136,072+125.3% | $145,884+110.2% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.4%-43.1pp | 80.3%-47.0pp |
| Annual return | 16.99% | 1167.12%-1150.1pp | 580.46%-563.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,600 | $8,711-81.6% | $7,028-77.2% | $6,690-76.1% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |