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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 | $654,280 | $105,866+518.0% | $90,766+620.8% | $134,545+386.3% |
| Participation rate | 14.3% | 78.3%-64.0pp | 75.7%-61.4pp | 81.2%-66.9pp |
| Annual return | -16.16% | -10.99%-5.2pp | -12.16%-4.0pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |