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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 | $421,999 | $101,063+317.6% | $81,473+418.0% | $147,586+185.9% |
| Participation rate | 20.0% | 74.5%-54.5pp | 68.0%-48.0pp | 82.8%-62.8pp |
| Annual return | 14.70% | 32.41%-17.7pp | 38.78%-24.1pp | 578.59%-563.9pp |
| Employer contribution / active EE | $782 | $3,206-75.6% | $2,568-69.5% | $4,876-84.0% |
| Participant deferral / active EE | $3,011 | $4,242-29.0% | $3,537-14.9% | $5,439-44.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |