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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 | $272,677 | $92,743+194.0% | $82,744+229.5% | $134,532+102.7% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -16.97% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $7,741 | $3,273+136.5% | $3,008+157.3% | $4,741+63.3% |
| Participant deferral / active EE | $10,143 | $4,802+111.2% | $4,395+130.8% | $6,401+58.5% |
| Admin fee / account holder | $242 | $5,977-96.0% | $5,325-95.5% | $11,429-97.9% |