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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 | $621,646 | $375,661+65.5% | $312,151+99.1% | $382,429+62.6% |
| Participation rate | 33.3% | 91.4%-58.0pp | 89.1%-55.7pp | 87.7%-54.4pp |
| Annual return | 24.30% | 0.11%+24.2pp | 1.82%+22.5pp | 248.85%-224.6pp |
| Employer contribution / active EE | $23,333 | $9,697+140.6% | $8,031+190.5% | $8,036+190.4% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $57 | $64,308-99.9% | $51,799-99.9% | $30,732-99.8% |