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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 | $756,663 | $190,879+296.4% | $160,009+372.9% | $134,532+462.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.74% | 552.63%-567.4pp | 408.85%-423.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $7,087 | $4,995+41.9% | $4,225+67.7% | $4,741+49.5% |
| Participant deferral / active EE | $7,087 | $6,924+2.4% | $6,183+14.6% | $6,401+10.7% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |