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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 | $438,747 | $118,875+269.1% | $96,572+354.3% | $167,553+161.9% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 17.28% | 50.50%-33.2pp | 37.79%-20.5pp | 478.89%-461.6pp |
| Employer contribution / active EE | $3,851 | $3,121+23.4% | $2,357+63.4% | $4,840-20.4% |
| Participant deferral / active EE | $9,595 | $4,617+107.8% | $3,850+149.2% | $6,343+51.3% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |