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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 | $696,245 | $90,614+668.4% | $76,089+815.0% | $145,877+377.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 9.43% | 623.80%-614.4pp | 360.94%-351.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,703 | $3,324-48.8% | $2,690-36.7% | $4,663-63.5% |
| Participant deferral / active EE | $3,949 | $5,168-23.6% | $4,259-7.3% | $6,691-41.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |