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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 | $263,747 | $142,361+85.3% | $119,608+120.5% | $134,509+96.1% |
| Participation rate | 41.7% | 82.8%-41.2pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | -16.21% | -12.46%-3.7pp | -14.98%-1.2pp | 418.13%-434.3pp |
| Employer contribution / active EE | $1,099 | $5,224-79.0% | $4,232-74.0% | $4,741-76.8% |
| Participant deferral / active EE | $6,542 | $6,468+1.1% | $5,601+16.8% | $6,400+2.2% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |