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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 | $339,186 | $166,131+104.2% | $164,975+105.6% | $145,877+132.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 26.97% | 100.37%-73.4pp | 70.12%-43.1pp | 551.28%-524.3pp |
| Employer contribution / active EE | $6,600 | $5,276+25.1% | $4,343+52.0% | $4,663+41.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $69 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |