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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 | $320,854 | $105,960+202.8% | $81,726+292.6% | $158,982+101.8% |
| Participation rate | 20.8% | 75.6%-54.8pp | 72.0%-51.2pp | 82.0%-61.1pp |
| Annual return | 43.54% | 38.19%+5.4pp | 29.49%+14.1pp | 302.99%-259.4pp |
| Employer contribution / active EE | $603 | $7,805-92.3% | $4,311-86.0% | $4,763-87.3% |
| Participant deferral / active EE | $1,490 | $13,011-88.5% | $7,108-79.0% | $5,983-75.1% |
| Admin fee / account holder | $258 | $8,494-97.0% | $5,160-95.0% | $11,252-97.7% |