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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 | $430,568 | $157,304+173.7% | $141,197+204.9% | $152,909+181.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 15.48% | 64.34%-48.9pp | 71.41%-55.9pp | 345.46%-330.0pp |
| Employer contribution / active EE | $2,317 | $5,263-56.0% | $4,736-51.1% | $4,764-51.4% |
| Participant deferral / active EE | $12,495 | $7,111+75.7% | $6,710+86.2% | $5,851+113.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |