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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 | $331,741 | $210,698+57.4% | $178,014+86.4% | $145,959+127.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.74% | 386.27%-372.5pp | 294.80%-281.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $751 | $4,567-83.6% | $3,950-81.0% | $4,661-83.9% |
| Participant deferral / active EE | $3,813 | $6,958-45.2% | $6,276-39.3% | $6,689-43.0% |
| Admin fee / account holder | $123 | $12,016-99.0% | $10,362-98.8% | $13,398-99.1% |