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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 | $1,998,027 | $167,362+1093.8% | $143,799+1289.5% | $134,532+1385.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.43% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,049 | $5,620-28.0% | $4,952-18.2% | $4,741-14.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |