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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 | $390,140 | $167,522+132.9% | $151,639+157.3% | $134,532+190.0% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -8.30% | 7.81%-16.1pp | 3.34%-11.6pp | 418.27%-426.6pp |
| Employer contribution / active EE | $1,667 | $6,828-75.6% | $6,165-73.0% | $4,741-64.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |