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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 | $260,333 | $167,352+55.6% | $143,788+81.1% | $134,509+93.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -13.66% | 0.47%-14.1pp | -0.03%-13.6pp | 418.13%-431.8pp |
| Employer contribution / active EE | $5,962 | $5,620+6.1% | $4,952+20.4% | $4,741+25.8% |
| Participant deferral / active EE | $7,541 | $6,447+17.0% | $5,638+33.8% | $6,400+17.8% |
| Admin fee / account holder | $31 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |