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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 | $448,007 | $180,749+147.9% | $160,784+178.6% | $137,256+226.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 10.65% | 2234.46%-2223.8pp | 1803.92%-1793.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,871 | $4,155-30.9% | $3,733-23.1% | $4,156-30.9% |
| Participant deferral / active EE | $11,317 | $6,844+65.4% | $6,293+79.8% | $6,407+76.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |