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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 | $359,369 | $27,632+1200.6% | $61,399+485.3% | $68,495+424.7% |
| Participation rate | 3.9% | 39.5%-35.6pp | 52.6%-48.7pp | 67.9%-64.0pp |
| Annual return | -16.64% | -13.24%-3.4pp | 338.81%-355.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $296 | $696-57.4% | $1,159-74.5% | $2,596-88.6% |
| Participant deferral / active EE | $661 | $1,264-47.7% | $2,124-68.9% | $4,028-83.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,403-100.0% |