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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 | $390,426 | $88,815+339.6% | $81,882+376.8% | $145,897+167.6% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 11.82% | 1033.75%-1021.9pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $750 | $3,086-75.7% | $2,916-74.3% | $4,663-83.9% |
| Participant deferral / active EE | $313 | $4,647-93.3% | $4,323-92.8% | $6,689-95.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |