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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 | $1,802,689 | $54,239+3223.6% | $70,098+2471.7% | $68,495+2531.9% |
| Participation rate | 2.6% | 64.5%-61.9pp | 70.5%-67.9pp | 67.9%-65.3pp |
| Annual return | -12.50% | -13.87%+1.4pp | 190.76%-203.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,691-100.0% | $6,266-100.0% | $5,403-100.0% |