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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 | $870,466 | $168,636+416.2% | $147,618+489.7% | $125,388+594.2% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -1.00% | 77.65%-78.6pp | 61.98%-63.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,605 | $6,252-58.3% | $5,565-53.2% | $4,866-46.5% |
| Participant deferral / active EE | $13,100 | $5,507+137.9% | $4,895+167.6% | $5,352+144.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |