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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 | $261,281 | $95,915+172.4% | $79,580+228.3% | $134,532+94.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -6.77% | -2.71%-4.1pp | 0.15%-6.9pp | 418.27%-425.0pp |
| Employer contribution / active EE | $2,012 | $3,129-35.7% | $2,413-16.6% | $4,741-57.6% |
| Participant deferral / active EE | $6,736 | $4,693+43.5% | $3,985+69.0% | $6,401+5.2% |
| Admin fee / account holder | $74 | $9,132-99.2% | $6,835-98.9% | $11,429-99.4% |