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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 | $266,011 | $131,835+101.8% | $108,582+145.0% | $273,972-2.9% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 7.65% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $8,164 | $4,913+66.2% | $3,758+117.2% | $4,869+67.7% |
| Participant deferral / active EE | $8,609 | $5,127+67.9% | $4,311+99.7% | $5,287+62.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |