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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 | $292,974 | $167,362+75.1% | $143,799+103.7% | $134,532+117.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -7.41% | 0.47%-7.9pp | -0.04%-7.4pp | 418.27%-425.7pp |
| Employer contribution / active EE | $7,828 | $5,620+39.3% | $4,952+58.1% | $4,741+65.1% |
| Participant deferral / active EE | $7,519 | $6,447+16.6% | $5,638+33.4% | $6,401+17.5% |
| Admin fee / account holder | $7 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |