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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 | $297,755 | $82,288+261.8% | $68,794+332.8% | $134,509+121.4% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.0%-41.7pp | 81.2%-54.0pp |
| Annual return | -8.30% | -2.19%-6.1pp | -6.37%-1.9pp | 418.13%-426.4pp |
| Employer contribution / active EE | $2,104 | $3,301-36.3% | $2,656-20.8% | $4,741-55.6% |
| Participant deferral / active EE | $5,727 | $4,738+20.9% | $3,941+45.3% | $6,400-10.5% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |