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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 | $331,459 | $172,111+92.6% | $150,298+120.5% | $137,256+141.5% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 19.33% | 69.37%-50.0pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,047 | $4,636-77.4% | $4,154-74.8% | $4,156-74.8% |
| Participant deferral / active EE | $2,346 | $6,166-61.9% | $5,453-57.0% | $6,407-63.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |