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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 | $575,359 | $99,053+480.9% | $88,179+552.5% | $138,895+314.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.1%-29.1pp | 79.9%-39.9pp |
| Annual return | 18.30% | 78.17%-59.9pp | 64.97%-46.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,412 | $2,882-51.0% | $2,549-44.6% | $4,194-66.3% |
| Participant deferral / active EE | $7,770 | $5,225+48.7% | $4,614+68.4% | $6,396+21.5% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |