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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 | $88,754+339.9% | $81,820+377.2% | $145,877+167.6% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 11.82% | 1031.77%-1019.9pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $750 | $3,085-75.7% | $2,915-74.3% | $4,663-83.9% |
| Participant deferral / active EE | $313 | $4,648-93.3% | $4,323-92.8% | $6,691-95.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |