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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 | $528,262 | $125,193+322.0% | $105,591+400.3% | $145,978+261.9% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 29.12% | 225.53%-196.4pp | 116.43%-87.3pp | 550.52%-521.4pp |
| Employer contribution / active EE | $833 | $3,718-77.6% | $3,166-73.7% | $4,662-82.1% |
| Participant deferral / active EE | $833 | $5,708-85.4% | $5,008-83.4% | $6,690-87.5% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |