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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 | $273,631 | $167,362+63.5% | $143,799+90.3% | $134,532+103.4% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | 61.79% | 0.47%+61.3pp | -0.04%+61.8pp | 418.27%-356.5pp |
| Employer contribution / active EE | $2,491 | $5,620-55.7% | $4,952-49.7% | $4,741-47.5% |
| Participant deferral / active EE | $5,436 | $6,447-15.7% | $5,638-3.6% | $6,401-15.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |