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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 | $439,915 | $138,068+218.6% | $125,358+250.9% | $134,493+227.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.27% | 750.30%-768.6pp | 572.03%-590.3pp | 418.01%-436.3pp |
| Employer contribution / active EE | $2,367 | $5,244-54.9% | $4,814-50.8% | $4,740-50.1% |
| Participant deferral / active EE | $12,972 | $7,799+66.3% | $7,447+74.2% | $6,400+102.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |