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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 | $138,068+328.3% | $125,358+371.7% | $134,493+339.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.31% | 750.30%-767.6pp | 572.03%-589.3pp | 418.01%-435.3pp |
| Employer contribution / active EE | $11,783 | $5,244+124.7% | $4,814+144.8% | $4,740+148.6% |
| Participant deferral / active EE | $6,500 | $7,799-16.7% | $7,447-12.7% | $6,400+1.6% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,425-99.7% |