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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 | $323,884 | $95,975+237.5% | $74,549+334.5% | $135,379+139.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 43.66% | 56.96%-13.3pp | 32.53%+11.1pp | 519.79%-476.1pp |
| Employer contribution / active EE | $1,648 | $2,716-39.3% | $1,961-16.0% | $4,779-65.5% |
| Participant deferral / active EE | $2,034 | $3,844-47.1% | $3,108-34.6% | $5,609-63.7% |
| Admin fee / account holder | $246 | $6,522-96.2% | $5,059-95.1% | $10,828-97.7% |