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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 | $296,875 | $95,917+209.5% | $79,583+273.0% | $134,545+120.7% |
| Participation rate | 9.1% | 75.0%-66.0pp | 69.5%-60.4pp | 81.2%-72.1pp |
| Annual return | 14.75% | -2.70%+17.5pp | 0.16%+14.6pp | 418.37%-403.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $135 | $4,694-97.1% | $3,986-96.6% | $6,401-97.9% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |