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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 | $37,156+1226.8% | $83,854+487.9% | $86,983+466.7% |
| Participation rate | 2.6% | 49.1%-46.5pp | 59.1%-56.5pp | 69.5%-67.0pp |
| Annual return | 17.19% | 29.88%-12.7pp | 31.39%-14.2pp | 25.83%-8.6pp |
| Employer contribution / active EE | $251 | $661-62.0% | $1,017-75.3% | $2,584-90.3% |
| Participant deferral / active EE | $826 | $1,418-41.8% | $2,035-59.4% | $4,194-80.3% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |