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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 | $402,973 | $152,619+164.0% | $125,195+221.9% | $152,909+163.5% |
| Participation rate | 31.3% | 83.3%-52.1pp | 79.8%-48.5pp | 82.5%-51.2pp |
| Annual return | 26.44% | 54.85%-28.4pp | 43.79%-17.4pp | 345.46%-319.0pp |
| Employer contribution / active EE | $1,749 | $4,947-64.6% | $3,866-54.8% | $4,764-63.3% |
| Participant deferral / active EE | $6,153 | $5,869+4.8% | $4,937+24.6% | $5,851+5.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |