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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 | $498,227 | $167,352+197.7% | $143,788+246.5% | $134,509+270.4% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -9.17% | 0.47%-9.6pp | -0.03%-9.1pp | 418.13%-427.3pp |
| Employer contribution / active EE | $11,832 | $5,620+110.5% | $4,952+138.9% | $4,741+149.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |