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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 | $283,281 | $96,491+193.6% | $75,894+273.3% | $152,885+85.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 37.99% | 33.98%+4.0pp | 30.76%+7.2pp | 345.39%-307.4pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,420-100.0% | $11,598-100.0% |