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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 | $381,195 | $108,882+250.1% | $96,754+294.0% | $154,746+146.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 22.96% | 98.39%-75.4pp | 82.04%-59.1pp | 172.34%-149.4pp |
| Employer contribution / active EE | $2,120 | $3,018-29.8% | $2,679-20.9% | $4,379-51.6% |
| Participant deferral / active EE | $17,375 | $5,323+226.4% | $4,758+265.2% | $6,730+158.2% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |