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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 | $288,759 | $185,905+55.3% | $170,057+69.8% | $139,487+107.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,147 | $7,597-58.6% | $6,790-53.7% | $4,755-33.8% |
| Participant deferral / active EE | $17,188 | $11,627+47.8% | $10,411+65.1% | $6,713+156.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |