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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 | $261,070 | $97,729+167.1% | $83,830+211.4% | $135,379+92.8% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -6.54% | 1287.52%-1294.1pp | 850.97%-857.5pp | 519.79%-526.3pp |
| Employer contribution / active EE | $1,773 | $4,222-58.0% | $3,631-51.2% | $4,779-62.9% |
| Participant deferral / active EE | $5,092 | $4,683+8.7% | $4,082+24.7% | $5,609-9.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |