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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 | $272,810 | $27,936+876.6% | $58,561+365.9% | $75,173+262.9% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.1pp |
| Annual return | 21.28% | 44.21%-22.9pp | 4251.33%-4230.0pp | 160.72%-139.4pp |
| Employer contribution / active EE | $313 | $670-53.3% | $1,053-70.3% | $2,671-88.3% |
| Participant deferral / active EE | $1,446 | $1,202+20.3% | $1,923-24.8% | $4,126-64.9% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |