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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 | $1,413,439 | $225,673+526.3% | $203,872+593.3% | $155,188+810.8% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 7.53% | 95.91%-88.4pp | 85.11%-77.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $12,500 | $4,099+205.0% | $3,757+232.7% | $4,248+194.3% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |