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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 | $339,022 | $168,635+101.0% | $147,617+129.7% | $125,389+170.4% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -0.37% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,322 | $6,252-62.9% | $5,564-58.3% | $4,866-52.3% |
| Participant deferral / active EE | $7,013 | $5,507+27.3% | $4,895+43.3% | $5,352+31.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |