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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 | $495,838 | $149,040+232.7% | $120,225+312.4% | $137,256+261.3% |
| Participation rate | 27.3% | 75.4%-48.1pp | 69.6%-42.3pp | 80.0%-52.7pp |
| Annual return | 18.27% | 605.68%-587.4pp | 439.23%-421.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,376 | $4,350-45.4% | $3,475-31.6% | $4,156-42.8% |
| Participant deferral / active EE | $4,015 | $4,655-13.8% | $3,999+0.4% | $6,407-37.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |