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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 | $296,279 | $104,106+184.6% | $71,086+316.8% | $135,379+118.9% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -10.78% | 1256.30%-1267.1pp | 650.59%-661.4pp | 519.79%-530.6pp |
| Employer contribution / active EE | $180 | $1,485-87.9% | $1,088-83.5% | $4,779-96.2% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |