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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 | $255,993 | $95,188+168.9% | $76,518+234.6% | $135,379+89.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | 129.05% | 4.85%+124.2pp | -0.27%+129.3pp | 519.79%-390.7pp |
| Employer contribution / active EE | $1,120 | $3,303-66.1% | $2,647-57.7% | $4,779-76.6% |
| Participant deferral / active EE | $4,911 | $4,640+5.8% | $3,836+28.0% | $5,609-12.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |