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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 | $614,879 | $142,409+331.8% | $119,634+414.0% | $134,545+357.0% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -15.12% | -12.46%-2.7pp | -14.98%-0.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $16,129 | $5,224+208.7% | $4,232+281.1% | $4,742+240.2% |
| Participant deferral / active EE | $11,567 | $6,468+78.8% | $5,601+106.5% | $6,401+80.7% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |