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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 | $1,200,000 | $48,235+2387.8% | $68,803+1644.1% | $68,490+1652.1% |
| Participation rate | 3.4% | 60.7%-57.2pp | 69.0%-65.6pp | 67.9%-64.4pp |
| Annual return | -4.00% | -12.70%+8.7pp | -6.37%+2.4pp | -7.85%+3.9pp |
| 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 | $0 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |