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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 | $292,010 | $131,835+121.5% | $108,582+168.9% | $273,972+6.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 5.26% | -91.57%+96.8pp | -51.70%+57.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,957 | $4,913-60.2% | $3,758-47.9% | $4,869-59.8% |
| Participant deferral / active EE | $2,011 | $5,127-60.8% | $4,311-53.4% | $5,287-62.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |