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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 | $790,714 | $108,882+626.2% | $96,754+717.2% | $154,746+411.0% |
| Participation rate | 12.5% | 75.1%-62.6pp | 70.3%-57.8pp | 80.7%-68.2pp |
| Annual return | 17.93% | 98.39%-80.5pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $787 | $3,018-73.9% | $2,679-70.6% | $4,379-82.0% |
| Participant deferral / active EE | $3,875 | $5,323-27.2% | $4,758-18.6% | $6,730-42.4% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |