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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 | $259,155 | $97,020+167.1% | $83,322+211.0% | $135,379+91.4% |
| Participation rate | 8.3% | 80.4%-72.1pp | 77.8%-69.4pp | 82.6%-74.3pp |
| Annual return | -8.75% | 12.31%-21.1pp | 10.64%-19.4pp | 519.79%-528.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |