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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 | $291,409 | $167,352+74.1% | $143,788+102.7% | $134,509+116.6% |
| Participation rate | 6.3% | 84.8%-78.6pp | 80.3%-74.1pp | 81.2%-75.0pp |
| Annual return | -8.96% | 0.47%-9.4pp | -0.03%-8.9pp | 418.13%-427.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |