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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 | $359,917 | $158,852+126.6% | $121,220+196.9% | $135,380+165.9% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -7.58% | -0.64%-6.9pp | 16.94%-24.5pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,750 | $5,666-69.1% | $4,023-56.5% | $4,779-63.4% |
| Participant deferral / active EE | $6,167 | $4,006+54.0% | $3,345+84.3% | $5,609+9.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |