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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 | $99,053+284.8% | $88,179+332.3% | $138,895+174.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 22.96% | 78.17%-55.2pp | 64.97%-42.0pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,120 | $2,882-26.4% | $2,549-16.8% | $4,194-49.5% |
| Participant deferral / active EE | $17,375 | $5,225+232.5% | $4,614+276.6% | $6,396+171.6% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |