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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $801,245 | $138,078+480.3% | $125,363+539.1% | $134,509+495.7% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -10.93% | 750.49%-761.4pp | 572.15%-583.1pp | 418.13%-429.1pp |
| Employer contribution / active EE | $1,300 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $15,600 | $7,800+100.0% | $7,447+109.5% | $6,400+143.7% |
| Admin fee / account holder | $83 | $11,566-99.3% | $10,005-99.2% | $11,427-99.3% |