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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 | $331,414 | $175,646+88.7% | $129,118+156.7% | $134,545+146.3% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | -14.42% | -11.39%-3.0pp | -10.94%-3.5pp | 418.37%-432.8pp |
| Employer contribution / active EE | $2,879 | $6,355-54.7% | $5,051-43.0% | $4,742-39.3% |
| Participant deferral / active EE | $13,762 | $7,970+72.7% | $6,539+110.5% | $6,401+115.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |