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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 | $479,842 | $82,678+480.4% | $125,391+282.7% | $68,490+600.6% |
| Participation rate | 5.7% | 75.1%-69.4pp | 82.4%-76.7pp | 67.9%-62.2pp |
| Annual return | -1.08% | -5.97%+4.9pp | 572.41%-573.5pp | -7.85%+6.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |