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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 | $2,035,647 | $167,352+1116.4% | $143,788+1315.7% | $134,509+1413.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -16.93% | 0.47%-17.4pp | -0.03%-16.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $3,672 | $5,620-34.7% | $4,952-25.8% | $4,741-22.5% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.6% | $6,400+68.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |