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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 | $295,252 | $167,503+76.3% | $151,627+94.7% | $134,493+119.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -11.68% | 7.80%-19.5pp | 3.33%-15.0pp | 418.01%-429.7pp |
| Employer contribution / active EE | $3,419 | $6,829-49.9% | $6,166-44.5% | $4,740-27.9% |
| Participant deferral / active EE | $18,000 | $8,985+100.3% | $8,363+115.2% | $6,400+181.3% |
| Admin fee / account holder | $0 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |