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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 | $435,280 | $93,117+367.5% | $77,096+464.6% | $134,532+223.6% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.6pp | 81.2%-44.9pp |
| Annual return | -8.57% | 62.67%-71.2pp | 42.35%-50.9pp | 418.27%-426.8pp |
| Employer contribution / active EE | $1,084 | $3,420-68.3% | $2,814-61.5% | $4,741-77.1% |
| Participant deferral / active EE | $2,979 | $5,241-43.2% | $4,429-32.7% | $6,401-53.5% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |