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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 | $282,937 | $111,878+152.9% | $93,727+201.9% | $145,897+93.9% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 8.80% | 204.28%-195.5pp | 133.83%-125.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,843 | $3,092-40.4% | $2,421-23.9% | $4,663-60.5% |
| Participant deferral / active EE | $3,661 | $4,920-25.6% | $4,417-17.1% | $6,689-45.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |