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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 | $271,854 | $82,630+229.0% | $64,105+324.1% | $125,389+116.8% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | 0.80% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,533 | $2,671+32.3% | $1,820+94.1% | $4,866-27.4% |
| Participant deferral / active EE | $8,000 | $3,608+121.7% | $2,822+183.5% | $5,352+49.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |