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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 | $609,832 | $158,827+284.0% | $121,208+403.1% | $135,382+350.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -7.77% | -0.64%-7.1pp | 16.93%-24.7pp | 519.77%-527.5pp |
| Employer contribution / active EE | $20,598 | $5,666+263.5% | $4,023+412.1% | $4,779+331.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |