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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 | $576,274 | $138,072+317.4% | $123,549+366.4% | $135,382+325.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.42% | 153.69%-153.3pp | 119.20%-118.8pp | 519.77%-519.4pp |
| Employer contribution / active EE | $6,522 | $5,152+26.6% | $4,628+40.9% | $4,779+36.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $48 | $10,917-99.6% | $9,284-99.5% | $10,829-99.6% |