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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 | $609,335 | $106,557+471.8% | $91,227+567.9% | $134,545+352.9% |
| Participation rate | 22.2% | 76.8%-54.6pp | 73.2%-51.0pp | 81.2%-59.0pp |
| Annual return | -7.52% | 160.81%-168.3pp | 114.14%-121.7pp | 418.37%-425.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |