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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 | $418,297 | $165,399+152.9% | $149,745+179.3% | $158,982+163.1% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 430.28% | 348.34%+81.9pp | 276.72%+153.6pp | 302.99%+127.3pp |
| Employer contribution / active EE | $1,406 | $5,105-72.5% | $4,646-69.7% | $4,763-70.5% |
| Participant deferral / active EE | $1,834 | $7,183-74.5% | $6,843-73.2% | $5,983-69.3% |
| Admin fee / account holder | $255 | $10,811-97.6% | $9,312-97.3% | $11,252-97.7% |