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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 | $111,830+153.0% | $93,696+202.0% | $145,884+93.9% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 8.80% | 204.08%-195.3pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,843 | $3,093-40.4% | $2,422-23.9% | $4,662-60.5% |
| Participant deferral / active EE | $3,661 | $4,920-25.6% | $4,417-17.1% | $6,690-45.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |