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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 | $313,658 | $106,549+194.4% | $91,225+243.8% | $134,509+133.2% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -15.76% | 160.73%-176.5pp | 114.10%-129.9pp | 418.13%-433.9pp |
| Employer contribution / active EE | $3,725 | $3,331+11.8% | $2,851+30.7% | $4,741-21.4% |
| Participant deferral / active EE | $10,800 | $4,719+128.9% | $4,234+155.1% | $6,400+68.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |