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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 | $672,610 | $100,203+571.2% | $85,240+689.1% | $145,897+361.0% |
| Participation rate | 12.5% | 74.1%-61.6pp | 67.5%-55.0pp | 80.3%-67.8pp |
| Annual return | 12.30% | 84.28%-72.0pp | 66.75%-54.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $846 | $3,242-73.9% | $2,735-69.1% | $4,663-81.9% |
| Participant deferral / active EE | $3,813 | $5,299-28.0% | $4,527-15.8% | $6,689-43.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |