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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 | $261,424 | $190,862+37.0% | $159,991+63.4% | $134,509+94.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -15.32% | 552.59%-567.9pp | 408.82%-424.1pp | 418.13%-433.5pp |
| Employer contribution / active EE | $2,560 | $4,995-48.7% | $4,225-39.4% | $4,741-46.0% |
| Participant deferral / active EE | $13,667 | $6,924+97.4% | $6,183+121.1% | $6,400+113.5% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |