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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 | $275,521 | $107,030+157.4% | $73,550+274.6% | $147,586+86.7% |
| Participation rate | 16.7% | 66.4%-49.7pp | 54.9%-38.3pp | 82.8%-66.2pp |
| Annual return | 32.54% | 38.25%-5.7pp | -15.16%+47.7pp | 578.59%-546.1pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $144 | $3,055-95.3% | $2,320-93.8% | $10,886-98.7% |