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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 | $923,150 | $167,362+451.6% | $143,799+542.0% | $134,532+586.2% |
| Participation rate | 6.3% | 84.8%-78.6pp | 80.3%-74.1pp | 81.2%-75.0pp |
| Annual return | 324.45% | 0.47%+324.0pp | -0.04%+324.5pp | 418.27%-93.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $45 | $6,447-99.3% | $5,638-99.2% | $6,401-99.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |