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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 | $1,343,119 | $95,915+1300.3% | $79,580+1587.8% | $134,532+898.4% |
| Participation rate | 35.7% | 75.0%-39.3pp | 69.5%-33.8pp | 81.2%-45.5pp |
| Annual return | -0.41% | -2.71%+2.3pp | 0.15%-0.6pp | 418.27%-418.7pp |
| Employer contribution / active EE | $1,521 | $3,129-51.4% | $2,413-37.0% | $4,741-67.9% |
| Participant deferral / active EE | $6,783 | $4,693+44.5% | $3,985+70.2% | $6,401+6.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |