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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 | $1,532,575 | $138,076+1010.0% | $123,553+1140.4% | $135,380+1032.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.14% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,822 | $5,152-45.2% | $4,628-39.0% | $4,779-40.9% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $178 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |