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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 | $722,104 | $167,362+331.5% | $143,799+402.2% | $134,532+436.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.43% | 0.47%-14.9pp | -0.04%-14.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,950 | $5,620-65.3% | $4,952-60.6% | $4,741-58.9% |
| Participant deferral / active EE | $2,621 | $6,447-59.3% | $5,638-53.5% | $6,401-59.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |