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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 | $356,926 | $134,001+166.4% | $112,258+218.0% | $134,509+165.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -8.16% | 47.15%-55.3pp | 27.47%-35.6pp | 418.13%-426.3pp |
| Employer contribution / active EE | $1,686 | $4,039-58.3% | $3,636-53.6% | $4,741-64.4% |
| Participant deferral / active EE | $3,874 | $5,291-26.8% | $4,728-18.1% | $6,400-39.5% |
| Admin fee / account holder | $38 | $7,491-99.5% | $6,411-99.4% | $11,427-99.7% |