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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 | $292,138 | $53,162+449.5% | $91,225+220.2% | $68,495+326.5% |
| Participation rate | 6.9% | 63.2%-56.3pp | 73.2%-66.3pp | 67.9%-61.0pp |
| Annual return | -2.02% | -3.14%+1.1pp | 114.10%-116.1pp | -7.84%+5.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,422-100.0% | $5,403-100.0% |