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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 | $267,362 | $133,981+99.6% | $112,249+138.2% | $134,532+98.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.08% | 47.16%-47.1pp | 27.48%-27.4pp | 418.27%-418.2pp |
| Employer contribution / active EE | $17,178 | $4,040+325.2% | $3,636+372.4% | $4,741+262.3% |
| Participant deferral / active EE | $34,000 | $5,292+542.5% | $4,729+619.0% | $6,401+431.2% |
| Admin fee / account holder | $50 | $7,492-99.3% | $6,412-99.2% | $11,429-99.6% |