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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 | $298,149 | $109,372+172.6% | $89,414+233.4% | $158,966+87.6% |
| Participation rate | 22.2% | 74.3%-52.0pp | 68.0%-45.8pp | 82.0%-59.7pp |
| Annual return | 10.16% | 345.55%-335.4pp | 245.50%-235.3pp | 302.95%-292.8pp |
| Employer contribution / active EE | $1,141 | $3,171-64.0% | $2,586-55.9% | $4,762-76.1% |
| Participant deferral / active EE | $2,297 | $4,598-50.1% | $3,890-41.0% | $5,983-61.6% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |