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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 | $369,675 | $106,008+248.7% | $92,240+300.8% | $147,586+150.5% |
| Participation rate | 14.3% | 80.4%-66.1pp | 76.5%-62.2pp | 82.8%-68.5pp |
| Annual return | 17.10% | 50.05%-33.0pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $789 | $4,333-81.8% | $3,680-78.6% | $4,876-83.8% |
| Participant deferral / active EE | $2,517 | $4,478-43.8% | $3,897-35.4% | $5,439-53.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |