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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 | $1,026,207 | $119,143+761.3% | $88,632+1057.8% | $152,909+571.1% |
| Participation rate | 14.3% | 73.4%-59.1pp | 68.8%-54.5pp | 82.5%-68.2pp |
| Annual return | 104.16% | 48.12%+56.0pp | 43.75%+60.4pp | 345.46%-241.3pp |
| Employer contribution / active EE | $481 | $2,675-82.0% | $2,101-77.1% | $4,764-89.9% |
| Participant deferral / active EE | $481 | $3,555-86.5% | $2,917-83.5% | $5,851-91.8% |
| Admin fee / account holder | $0 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |