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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 | $357,282 | $158,827+125.0% | $121,208+194.8% | $135,382+163.9% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.8%-51.8pp | 82.6%-62.6pp |
| Annual return | -2.96% | -0.64%-2.3pp | 16.93%-19.9pp | 519.77%-522.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |