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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 | $591,294 | $138,114+328.1% | $125,391+371.6% | $134,545+339.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.31% | 750.88%-768.2pp | 572.41%-589.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $11,783 | $5,246+124.6% | $4,816+144.7% | $4,742+148.5% |
| Participant deferral / active EE | $6,500 | $7,801-16.7% | $7,448-12.7% | $6,401+1.5% |
| Admin fee / account holder | $30 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |