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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 | $2,146,880 | $156,963+1267.8% | $121,204+1671.3% | $139,466+1439.4% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.5%-27.9pp | 80.3%-38.7pp |
| Annual return | 23.00% | 1476.75%-1453.7pp | 987.18%-964.2pp | 373.66%-350.7pp |
| Employer contribution / active EE | $22,787 | $5,544+311.0% | $4,170+446.5% | $4,754+379.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |