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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 | $257,733 | $107,809+139.1% | $90,657+184.3% | $135,379+90.4% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -3.52% | -0.90%-2.6pp | 1.89%-5.4pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,746 | $3,018-42.2% | $2,532-31.0% | $4,779-63.5% |
| Participant deferral / active EE | $6,603 | $3,872+70.5% | $3,424+92.8% | $5,609+17.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |