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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 | $552,808 | $97,020+469.8% | $83,327+563.4% | $135,380+308.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -5.63% | 12.31%-17.9pp | 10.64%-16.3pp | 519.81%-525.4pp |
| Employer contribution / active EE | $18,250 | $4,144+340.4% | $3,379+440.1% | $4,779+281.9% |
| Participant deferral / active EE | $12,250 | $5,964+105.4% | $5,565+120.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |