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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 | $589,976 | $115,814+409.4% | $101,275+482.5% | $158,982+271.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 14.52% | 56.16%-41.6pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,185 | $4,176-71.6% | $3,660-67.6% | $4,763-75.1% |
| Participant deferral / active EE | $7,750 | $4,958+56.3% | $4,371+77.3% | $5,983+29.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |