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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 | $264,102 | $190,879+38.4% | $160,009+65.1% | $134,532+96.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -15.26% | 552.63%-567.9pp | 408.85%-424.1pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,000 | $4,995-80.0% | $4,225-76.3% | $4,741-78.9% |
| Participant deferral / active EE | $9,000 | $6,924+30.0% | $6,183+45.6% | $6,401+40.6% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |