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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 | $305,600 | $76,608+298.9% | $56,077+445.0% | $145,877+109.5% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 22.00% | 3009.59%-2987.6pp | 1709.28%-1687.3pp | 551.28%-529.3pp |
| Employer contribution / active EE | $240 | $1,382-82.6% | $1,040-76.9% | $4,663-94.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |