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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 | $466,180 | $121,701+283.1% | $104,639+345.5% | $158,982+193.2% |
| Participation rate | 12.5% | 77.5%-65.0pp | 74.1%-61.6pp | 82.0%-69.5pp |
| Annual return | 5.85% | 465.72%-459.9pp | 340.67%-334.8pp | 302.99%-297.1pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |