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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 | $482,457 | $208,088+131.9% | $186,193+159.1% | $154,746+211.8% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 13.94% | 89.97%-76.0pp | 78.03%-64.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,040 | $4,340-76.0% | $3,918-73.5% | $4,379-76.3% |
| Participant deferral / active EE | $11,583 | $7,078+63.7% | $6,513+77.8% | $6,730+72.1% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |