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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 | $318,922 | $73,839+331.9% | $143,788+121.8% | $68,495+365.6% |
| Participation rate | 6.0% | 66.7%-60.7pp | 80.3%-74.3pp | 67.9%-61.9pp |
| Annual return | -6.75% | 1.01%-7.8pp | -0.03%-6.7pp | -7.84%+1.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $484 | $3,384-85.7% | $5,638-91.4% | $4,028-88.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |