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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 | $499,461 | $172,111+190.2% | $150,298+232.3% | $137,256+263.9% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 96.72% | 69.37%+27.3pp | 62.79%+33.9pp | 220.34%-123.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $69 | $6,166-98.9% | $5,453-98.7% | $6,407-98.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |