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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 | $1,839,268 | $117,777+1461.6% | $71,778+2462.4% | $134,545+1267.0% |
| Participation rate | 8.3% | 68.9%-60.6pp | 62.3%-54.0pp | 81.2%-72.9pp |
| Annual return | 36.06% | 25.46%+10.6pp | 9.15%+26.9pp | 418.37%-382.3pp |
| Employer contribution / active EE | $449 | $2,525-82.2% | $1,704-73.6% | $4,742-90.5% |
| Participant deferral / active EE | $449 | $3,756-88.0% | $2,656-83.1% | $6,401-93.0% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |