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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 | $100,073+572.1% | $85,126+690.1% | $145,877+361.1% |
| Participation rate | 12.5% | 74.1%-61.6pp | 67.5%-55.0pp | 80.3%-67.8pp |
| Annual return | 12.30% | 84.11%-71.8pp | 66.63%-54.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $846 | $3,236-73.9% | $2,731-69.0% | $4,663-81.9% |
| Participant deferral / active EE | $3,813 | $5,294-28.0% | $4,523-15.7% | $6,691-43.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |