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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 | $567,566 | $167,522+238.8% | $151,639+274.3% | $134,532+321.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.74% | 7.81%-26.6pp | 3.34%-22.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $5,100 | $6,828-25.3% | $6,165-17.3% | $4,741+7.6% |
| Participant deferral / active EE | $10,250 | $8,986+14.1% | $8,363+22.6% | $6,401+60.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |