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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 | $376,171 | $115,814+224.8% | $101,275+271.4% | $158,982+136.6% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 23.03% | 56.16%-33.1pp | 46.48%-23.4pp | 302.99%-280.0pp |
| Employer contribution / active EE | $935 | $4,176-77.6% | $3,660-74.4% | $4,763-80.4% |
| Participant deferral / active EE | $7,219 | $4,958+45.6% | $4,371+65.2% | $5,983+20.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |