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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 | $257,410 | $100,203+156.9% | $85,240+202.0% | $145,897+76.4% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 11.25% | 84.28%-73.0pp | 66.75%-55.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,714 | $5,299+64.5% | $4,527+92.5% | $6,689+30.3% |
| Admin fee / account holder | $33 | $7,265-99.6% | $6,165-99.5% | $13,390-99.8% |