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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 | $382,015 | $115,814+229.9% | $101,275+277.2% | $158,982+140.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $769 | $4,176-81.6% | $3,660-79.0% | $4,763-83.8% |
| Participant deferral / active EE | $778 | $4,958-84.3% | $4,371-82.2% | $5,983-87.0% |
| Admin fee / account holder | $92 | $7,249-98.7% | $5,948-98.5% | $11,252-99.2% |