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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 | $323,783 | $160,059+102.3% | $140,019+131.2% | $135,380+139.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -8.68% | 911.48%-920.2pp | 651.17%-659.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,734 | $6,420-57.4% | $5,605-51.2% | $4,779-42.8% |
| Participant deferral / active EE | $9,684 | $7,641+26.7% | $6,927+39.8% | $5,609+72.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |