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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 | $307,482 | $95,915+220.6% | $79,580+286.4% | $134,532+128.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.15% | -2.71%-13.4pp | 0.15%-16.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,250 | $3,129-60.0% | $2,413-48.2% | $4,741-73.6% |
| Participant deferral / active EE | $15,000 | $4,693+219.6% | $3,985+276.4% | $6,401+134.3% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |