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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 | $369,974 | $114,093+224.3% | $96,171+284.7% | $167,536+120.8% |
| Participation rate | 18.8% | 75.1%-56.3pp | 68.4%-49.7pp | 82.1%-63.4pp |
| Annual return | 17.43% | 190.00%-172.6pp | 192.04%-174.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $442 | $3,429-87.1% | $2,799-84.2% | $4,839-90.9% |
| Participant deferral / active EE | $1,219 | $5,197-76.5% | $4,350-72.0% | $6,342-80.8% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |