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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 | $556,018 | $82,288+575.7% | $68,794+708.2% | $134,509+313.4% |
| Participation rate | 20.0% | 75.1%-55.1pp | 69.0%-49.0pp | 81.2%-61.2pp |
| Annual return | -20.00% | -2.19%-17.8pp | -6.37%-13.6pp | 418.13%-438.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |