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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 | $403,476 | $152,542+164.5% | $117,498+243.4% | $134,509+200.0% |
| Participation rate | 9.1% | 77.1%-68.0pp | 70.6%-61.5pp | 81.2%-72.1pp |
| Annual return | -14.51% | 53.02%-67.5pp | 29.75%-44.3pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,152 | $4,819-76.1% | $4,071-71.7% | $6,400-82.0% |
| Admin fee / account holder | $60 | $7,006-99.1% | $5,646-98.9% | $11,427-99.5% |