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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 | $3,241,886 | $123,982+2514.8% | $69,701+4551.1% | $145,959+2121.1% |
| Participation rate | 6.3% | 69.2%-63.0pp | 66.4%-60.2pp | 80.3%-74.0pp |
| Annual return | 22.11% | 191.01%-168.9pp | 100.32%-78.2pp | 561.95%-539.8pp |
| Employer contribution / active EE | $382 | $2,681-85.8% | $1,713-77.7% | $4,661-91.8% |
| Participant deferral / active EE | $382 | $4,236-91.0% | $2,887-86.8% | $6,689-94.3% |
| Admin fee / account holder | $0 | $7,867-100.0% | $4,717-100.0% | $13,398-100.0% |