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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 | $492,972 | $28,624+1622.2% | $53,647+818.9% | $82,637+496.5% |
| Participation rate | 2.6% | 47.3%-44.7pp | 56.3%-53.7pp | 68.1%-65.5pp |
| Annual return | 17.19% | 664.98%-647.8pp | 358.33%-341.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $251 | $637-60.6% | $962-73.9% | $2,552-90.2% |
| Participant deferral / active EE | $826 | $1,196-31.0% | $1,813-54.5% | $4,126-80.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |