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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 | $1,637,273 | $167,362+878.3% | $143,799+1038.6% | $134,532+1117.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -8.43% | 0.47%-8.9pp | -0.04%-8.4pp | 418.27%-426.7pp |
| Employer contribution / active EE | $1,613 | $5,620-71.3% | $4,952-67.4% | $4,741-66.0% |
| Participant deferral / active EE | $8,667 | $6,447+34.4% | $5,638+53.7% | $6,401+35.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |