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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 | $350,966 | $138,114+154.1% | $125,391+179.9% | $134,545+160.9% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -12.97% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $4,000 | $5,246-23.8% | $4,816-16.9% | $4,742-15.6% |
| Participant deferral / active EE | $5,400 | $7,801-30.8% | $7,448-27.5% | $6,401-15.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |