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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 | $602,158 | $95,193+532.6% | $76,523+686.9% | $135,382+344.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -5.70% | 4.85%-10.5pp | -0.27%-5.4pp | 519.77%-525.5pp |
| Employer contribution / active EE | $5,832 | $3,302+76.6% | $2,647+120.3% | $4,779+22.0% |
| Participant deferral / active EE | $14,333 | $4,639+209.0% | $3,835+273.7% | $5,609+155.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |