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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 | $289,144 | $92,766+211.7% | $82,763+249.4% | $134,545+114.9% |
| Participation rate | 8.3% | 75.2%-66.9pp | 72.6%-64.2pp | 81.2%-72.9pp |
| Annual return | -17.77% | 946.97%-964.7pp | 702.45%-720.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $410 | $3,273-87.5% | $3,008-86.4% | $4,742-91.3% |
| Participant deferral / active EE | $1,772 | $4,802-63.1% | $4,395-59.7% | $6,401-72.3% |
| Admin fee / account holder | $120 | $5,978-98.0% | $5,325-97.7% | $11,431-99.0% |