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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 | $455,131 | $29,716+1431.6% | $56,077+711.6% | $80,925+462.4% |
| Participation rate | 5.2% | 41.7%-36.5pp | 52.5%-47.3pp | 67.7%-62.5pp |
| Annual return | 114.39% | 35.30%+79.1pp | 1709.28%-1594.9pp | 35.65%+78.7pp |
| Employer contribution / active EE | $114 | $671-83.0% | $1,040-89.0% | $2,756-95.9% |
| Participant deferral / active EE | $1,015 | $1,228-17.3% | $1,954-48.0% | $4,299-76.4% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |