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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 | $1,385,528 | $176,077+686.9% | $159,455+768.9% | $167,518+727.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.55% | 331.83%-314.3pp | 263.63%-246.1pp | 478.71%-461.2pp |
| Employer contribution / active EE | $16,000 | $5,298+202.0% | $4,830+231.2% | $4,838+230.7% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |