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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 | $401,799 | $28,624+1303.7% | $53,647+649.0% | $82,637+386.2% |
| Participation rate | 9.8% | 47.3%-37.5pp | 56.3%-46.5pp | 68.1%-58.3pp |
| Annual return | 16.89% | 664.98%-648.1pp | 358.33%-341.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $223 | $637-65.0% | $962-76.8% | $2,552-91.3% |
| Participant deferral / active EE | $1,411 | $1,196+17.9% | $1,813-22.2% | $4,126-65.8% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |