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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 | $255,152 | $97,729+161.1% | $83,830+204.4% | $135,379+88.5% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -6.61% | 1287.52%-1294.1pp | 850.97%-857.6pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,412 | $4,222-42.9% | $3,631-33.6% | $4,779-49.5% |
| Participant deferral / active EE | $8,113 | $4,683+73.3% | $4,082+98.8% | $5,609+44.6% |
| Admin fee / account holder | $45 | $6,674-99.3% | $5,479-99.2% | $10,828-99.6% |