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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 | $558,501 | $95,979+481.9% | $74,551+649.2% | $135,380+312.5% |
| Participation rate | 47.1% | 75.7%-28.6pp | 69.1%-22.1pp | 82.6%-35.6pp |
| Annual return | -5.13% | 56.97%-62.1pp | 32.53%-37.7pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,388 | $2,716-48.9% | $1,961-29.2% | $4,779-70.9% |
| Participant deferral / active EE | $5,700 | $3,844+48.3% | $3,108+83.4% | $5,609+1.6% |
| Admin fee / account holder | $12 | $6,522-99.8% | $5,059-99.8% | $10,828-99.9% |