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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 | $298,873 | $133,981+123.1% | $112,249+166.3% | $134,532+122.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -4.76% | 47.16%-51.9pp | 27.48%-32.2pp | 418.27%-423.0pp |
| Employer contribution / active EE | $3,278 | $4,040-18.8% | $3,636-9.8% | $4,741-30.9% |
| Participant deferral / active EE | $4,531 | $5,292-14.4% | $4,729-4.2% | $6,401-29.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |