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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 | $443,804 | $254,759+74.2% | $216,567+104.9% | $198,609+123.5% |
| Participation rate | 33.3% | 84.5%-51.2pp | 81.6%-48.3pp | 82.4%-49.0pp |
| Annual return | 24.74% | 10.04%+14.7pp | 12.94%+11.8pp | 202.70%-178.0pp |
| Employer contribution / active EE | $6,900 | $6,096+13.2% | $5,216+32.3% | $5,055+36.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $63 | $26,311-99.8% | $21,981-99.7% | $19,030-99.7% |