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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 | $123,859+2517.4% | $69,632+4555.7% | $145,897+2122.0% |
| Participation rate | 6.3% | 69.2%-63.0pp | 66.4%-60.2pp | 80.3%-74.1pp |
| Annual return | 22.11% | 192.49%-170.4pp | 101.32%-79.2pp | 552.29%-530.2pp |
| Employer contribution / active EE | $382 | $2,673-85.7% | $1,708-77.6% | $4,663-91.8% |
| Participant deferral / active EE | $382 | $4,242-91.0% | $2,889-86.8% | $6,689-94.3% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |