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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 | $334,634 | $106,905+213.0% | $84,020+298.3% | $152,885+118.9% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 26.77% | 105.00%-78.2pp | 71.31%-44.5pp | 345.39%-318.6pp |
| Employer contribution / active EE | $780 | $2,735-71.5% | $1,984-60.7% | $4,763-83.6% |
| Participant deferral / active EE | $2,829 | $4,012-29.5% | $3,239-12.7% | $5,851-51.6% |
| Admin fee / account holder | $20 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |