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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 | $284,040 | $117,694+141.3% | $71,755+295.8% | $134,532+111.1% |
| Participation rate | 33.3% | 68.8%-35.5pp | 62.3%-29.0pp | 81.2%-47.9pp |
| Annual return | -15.11% | 25.33%-40.4pp | 9.09%-24.2pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |