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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 | $992,884 | $73,863+1244.2% | $143,797+590.5% | $68,490+1349.7% |
| Participation rate | 3.1% | 66.7%-63.5pp | 80.3%-77.2pp | 67.9%-64.8pp |
| Annual return | -11.66% | 0.91%-12.6pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |