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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 | $399,378 | $167,353+138.6% | $143,797+177.7% | $134,545+196.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.37% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $3,576 | $5,620-36.4% | $4,952-27.8% | $4,742-24.6% |
| Participant deferral / active EE | $9,802 | $6,447+52.0% | $5,638+73.8% | $6,401+53.1% |
| Admin fee / account holder | $131 | $18,096-99.3% | $14,679-99.1% | $11,431-98.9% |