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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 | $380,006 | $113,935+233.5% | $94,224+303.3% | $125,393+203.1% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -0.36% | 5.29%-5.6pp | 10.68%-11.0pp | 282.23%-282.6pp |
| Employer contribution / active EE | $1,509 | $4,727-68.1% | $3,587-57.9% | $4,866-69.0% |
| Participant deferral / active EE | $17,467 | $5,179+237.3% | $4,320+304.3% | $5,351+226.4% |
| Admin fee / account holder | $126 | $8,391-98.5% | $6,269-98.0% | $9,541-98.7% |