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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 | $275,633 | $114,119+141.5% | $107,187+157.2% | $138,895+98.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 18.96% | 273.21%-254.2pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,117 | $4,059-47.8% | $3,782-44.0% | $4,194-49.5% |
| Participant deferral / active EE | $3,535 | $5,538-36.2% | $5,096-30.6% | $6,396-44.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |