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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 | $283,323 | $158,852+78.4% | $121,220+133.7% | $135,380+109.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -3.92% | -0.64%-3.3pp | 16.94%-20.9pp | 519.81%-523.7pp |
| Employer contribution / active EE | $10,875 | $5,666+91.9% | $4,023+170.4% | $4,779+127.6% |
| Participant deferral / active EE | $10,500 | $4,006+162.1% | $3,345+213.9% | $5,609+87.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |