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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 | $326,289 | $85,790+280.3% | $67,313+384.7% | $135,382+141.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -7.25% | -0.54%-6.7pp | -4.08%-3.2pp | 519.77%-527.0pp |
| Employer contribution / active EE | $860 | $3,487-75.3% | $2,566-66.5% | $4,779-82.0% |
| Participant deferral / active EE | $6,667 | $4,651+43.3% | $3,568+86.8% | $5,609+18.9% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,829-99.9% |