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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 | $999,282 | $133,981+645.8% | $112,249+790.2% | $134,532+642.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -9.67% | 47.16%-56.8pp | 27.48%-37.2pp | 418.27%-427.9pp |
| Employer contribution / active EE | $3,865 | $4,040-4.3% | $3,636+6.3% | $4,741-18.5% |
| Participant deferral / active EE | $18,000 | $5,292+240.1% | $4,729+280.6% | $6,401+181.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |