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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 | $29,319+1581.4% | $52,425+840.3% | $82,448+497.9% |
| Participation rate | 2.6% | 46.9%-44.3pp | 55.6%-53.1pp | 68.1%-65.5pp |
| Annual return | 17.19% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.5pp |
| Employer contribution / active EE | $251 | $586-57.2% | $914-72.6% | $2,551-90.2% |
| Participant deferral / active EE | $826 | $1,171-29.5% | $1,790-53.9% | $4,139-80.1% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |