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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 | $311,675 | $102,595+203.8% | $94,057+231.4% | $154,746+101.4% |
| Participation rate | 57.9% | 76.0%-18.1pp | 73.3%-15.4pp | 80.7%-22.8pp |
| Annual return | 16.93% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,074 | $3,147-65.9% | $2,933-63.4% | $4,379-75.5% |
| Participant deferral / active EE | $4,239 | $5,118-17.2% | $4,709-10.0% | $6,730-37.0% |
| Admin fee / account holder | $129 | $7,736-98.3% | $7,244-98.2% | $14,365-99.1% |