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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 | $428,402 | $95,895+346.7% | $79,576+438.4% | $134,509+218.5% |
| Participation rate | 12.5% | 75.0%-62.5pp | 69.5%-57.0pp | 81.2%-68.7pp |
| Annual return | -2.39% | -2.72%+0.3pp | 0.15%-2.5pp | 418.13%-420.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |