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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 | $388,309 | $103,038+276.9% | $90,324+329.9% | $152,909+153.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 24.37% | 95.25%-70.9pp | 78.15%-53.8pp | 345.46%-321.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,112 | $4,282-4.0% | $3,885+5.8% | $5,851-29.7% |
| Admin fee / account holder | $20 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |