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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 | $261,071 | $106,551+145.0% | $91,225+186.2% | $134,532+94.1% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -18.24% | 160.78%-179.0pp | 114.12%-132.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $581 | $3,331-82.6% | $2,851-79.6% | $4,741-87.7% |
| Participant deferral / active EE | $6,833 | $4,718+44.8% | $4,233+61.4% | $6,401+6.8% |
| Admin fee / account holder | $31 | $6,234-99.5% | $5,422-99.4% | $11,429-99.7% |