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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 | $256,292 | $175,259+46.2% | $149,723+71.2% | $139,487+83.7% |
| Participation rate | 47.8% | 83.4%-35.6pp | 78.8%-31.0pp | 80.3%-32.5pp |
| Annual return | 14.61% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,739 | $5,478-68.3% | $4,821-63.9% | $4,755-63.4% |
| Participant deferral / active EE | $1,304 | $6,522-80.0% | $5,682-77.0% | $6,713-80.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |