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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 | $262,451 | $37,446+600.9% | $77,513+238.6% | $79,852+228.7% |
| Participation rate | 7.5% | 41.5%-34.0pp | 54.2%-46.7pp | 69.6%-62.1pp |
| Annual return | 103.95% | 39.76%+64.2pp | 54.81%+49.1pp | 31.72%+72.2pp |
| Employer contribution / active EE | $165 | $637-74.2% | $987-83.3% | $2,471-93.3% |
| Participant deferral / active EE | $1,300 | $1,261+3.1% | $1,861-30.1% | $3,740-65.2% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |