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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 | $640,109 | $73,863+766.6% | $143,797+345.1% | $68,490+834.6% |
| Participation rate | 18.5% | 66.7%-48.1pp | 80.3%-61.8pp | 67.9%-49.4pp |
| Annual return | -3.51% | 0.91%-4.4pp | -0.04%-3.5pp | -7.85%+4.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,140 | $3,385-66.3% | $5,638-79.8% | $4,028-71.7% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |