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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 | $266,440 | $92,766+187.2% | $82,763+221.9% | $134,545+98.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -1.72% | 946.97%-948.7pp | 702.45%-704.2pp | 418.37%-420.1pp |
| Employer contribution / active EE | $941 | $3,273-71.2% | $3,008-68.7% | $4,742-80.2% |
| Participant deferral / active EE | $10,119 | $4,802+110.7% | $4,395+130.2% | $6,401+58.1% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |