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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 | $426,316 | $138,078+208.8% | $125,363+240.1% | $134,509+216.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -10.30% | 750.49%-760.8pp | 572.15%-582.5pp | 418.13%-428.4pp |
| Employer contribution / active EE | $11,391 | $5,245+117.2% | $4,815+136.6% | $4,741+140.3% |
| Participant deferral / active EE | $14,041 | $7,800+80.0% | $7,447+88.5% | $6,400+119.4% |
| Admin fee / account holder | $173 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |