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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 | $280,154 | $115,810+141.9% | $101,271+176.6% | $158,966+76.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 15.82% | 56.15%-40.3pp | 46.48%-30.7pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,427 | $4,175-65.8% | $3,660-61.0% | $4,762-70.0% |
| Participant deferral / active EE | $5,711 | $4,958+15.2% | $4,371+30.7% | $5,983-4.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |