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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 | $316,350 | $114,073+177.3% | $96,161+229.0% | $167,518+88.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 9.26% | 189.95%-180.7pp | 192.01%-182.7pp | 478.71%-469.4pp |
| Employer contribution / active EE | $576 | $3,428-83.2% | $2,798-79.4% | $4,838-88.1% |
| Participant deferral / active EE | $13,000 | $5,195+150.2% | $4,349+198.9% | $6,342+105.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |