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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 | $255,331 | $88,815+187.5% | $81,882+211.8% | $145,897+75.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 14.22% | 1033.75%-1019.5pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,520 | $3,086-50.8% | $2,916-47.9% | $4,663-67.4% |
| Participant deferral / active EE | $7,021 | $4,647+51.1% | $4,323+62.4% | $6,689+5.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |