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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 | $387,803 | $211,224+83.6% | $178,505+117.3% | $145,897+165.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.82% | 30.28%-19.5pp | 27.16%-16.3pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,920 | $4,577-36.2% | $3,955-26.2% | $4,663-37.4% |
| Participant deferral / active EE | $11,500 | $6,966+65.1% | $6,280+83.1% | $6,689+71.9% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |