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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 | $332,530 | $211,946+56.9% | $169,452+96.2% | $135,379+145.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.63% | 3.26%-11.9pp | 1.83%-10.5pp | 519.79%-528.4pp |
| Employer contribution / active EE | $7,851 | $5,117+53.4% | $4,157+88.9% | $4,779+64.3% |
| Participant deferral / active EE | $8,740 | $6,075+43.9% | $5,277+65.6% | $5,609+55.8% |
| Admin fee / account holder | $91 | $11,472-99.2% | $9,110-99.0% | $10,828-99.2% |