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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 | $418,963 | $48,267+768.0% | $68,808+508.9% | $68,486+511.8% |
| Participation rate | 1.4% | 60.7%-59.3pp | 69.0%-67.6pp | 67.9%-66.5pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |