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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 | $469,258 | $155,833+201.1% | $124,693+276.3% | $167,536+180.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 15.52% | 17.98%-2.5pp | 5144.19%-5128.7pp | 478.82%-463.3pp |
| Employer contribution / active EE | $3,045 | $4,164-26.9% | $3,324-8.4% | $4,839-37.1% |
| Participant deferral / active EE | $24,382 | $5,675+329.6% | $4,615+428.3% | $6,342+284.4% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |