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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 | $310,684 | $95,915+223.9% | $79,580+290.4% | $134,532+130.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.24% | -2.71%-12.5pp | 0.15%-15.4pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,265 | $3,129-27.6% | $2,413-6.1% | $4,741-52.2% |
| Participant deferral / active EE | $8,298 | $4,693+76.8% | $3,985+108.2% | $6,401+29.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |