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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 | $359,908 | $73,839+387.4% | $143,788+150.3% | $68,495+425.5% |
| Participation rate | 8.0% | 66.7%-58.7pp | 80.3%-72.3pp | 67.9%-59.9pp |
| Annual return | -16.80% | 1.01%-17.8pp | -0.03%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $488 | $3,184-84.7% | $4,952-90.1% | $2,596-81.2% |
| Participant deferral / active EE | $1,080 | $3,384-68.1% | $5,638-80.8% | $4,028-73.2% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |