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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 | $1,100,414 | $226,135+386.6% | $182,558+502.8% | $152,909+619.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 19.43% | 192.60%-173.2pp | 148.59%-129.2pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,939 | $4,979-41.0% | $4,076-27.9% | $4,764-38.3% |
| Participant deferral / active EE | $5,444 | $6,371-14.5% | $5,526-1.5% | $5,851-7.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |