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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 | $403,653 | $155,555+159.5% | $146,866+174.8% | $155,188+160.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 12.58% | 115.41%-102.8pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,500 | $4,647-67.7% | $4,425-66.1% | $4,248-64.7% |
| Participant deferral / active EE | $1,500 | $8,044-81.4% | $7,759-80.7% | $6,531-77.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |