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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 | $324,273 | $104,924+209.1% | $84,623+283.2% | $152,885+112.1% |
| Participation rate | 18.8% | 74.8%-56.1pp | 68.2%-49.5pp | 82.5%-63.7pp |
| Annual return | 18.67% | 373.82%-355.1pp | 258.77%-240.1pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,315 | $3,302-60.2% | $2,652-50.4% | $4,763-72.4% |
| Participant deferral / active EE | $2,701 | $4,689-42.4% | $3,899-30.7% | $5,851-53.8% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |