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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 | $552,032 | $127,387+333.4% | $115,038+379.9% | $125,389+340.3% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -2.87% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,475 | $5,166-71.5% | $4,608-68.0% | $4,866-69.7% |
| Participant deferral / active EE | $9,633 | $6,423+50.0% | $6,026+59.9% | $5,352+80.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |