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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 | $372,745 | $138,068+170.0% | $125,358+197.3% | $134,493+177.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.80% | 750.30%-766.1pp | 572.03%-587.8pp | 418.01%-433.8pp |
| Employer contribution / active EE | $1,415 | $5,244-73.0% | $4,814-70.6% | $4,740-70.1% |
| Participant deferral / active EE | $4,333 | $7,799-44.4% | $7,447-41.8% | $6,400-32.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |