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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 | $296,250 | $84,685+249.8% | $73,836+301.2% | $125,389+136.3% |
| Participation rate | 64.7% | 76.8%-12.1pp | 73.4%-8.7pp | 83.2%-18.5pp |
| Annual return | -3.30% | 3123.80%-3127.1pp | 2268.06%-2271.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,273 | $3,123-27.2% | $2,787-18.4% | $4,866-53.3% |
| Participant deferral / active EE | $7,511 | $3,993+88.1% | $3,583+109.6% | $5,352+40.4% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |