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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 | $385,112 | $190,862+101.8% | $159,991+140.7% | $134,509+186.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -13.15% | 552.59%-565.7pp | 408.82%-422.0pp | 418.13%-431.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,143 | $6,924+75.4% | $6,183+96.4% | $6,400+89.7% |
| Admin fee / account holder | $12 | $10,495-99.9% | $8,715-99.9% | $11,427-99.9% |