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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 | $615,160 | $81,840+651.7% | $63,412+870.1% | $125,389+390.6% |
| Participation rate | 28.6% | 73.0%-44.5pp | 67.1%-38.5pp | 83.2%-54.6pp |
| Annual return | 14.47% | -0.10%+14.6pp | 4.04%+10.4pp | 282.24%-267.8pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |