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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 | $287,092 | $76,634+274.6% | $56,054+412.2% | $145,978+96.7% |
| Participation rate | 15.4% | 63.2%-47.8pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 11.24% | 3004.33%-2993.1pp | 1705.95%-1694.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $458 | $1,380-66.8% | $1,039-55.9% | $4,662-90.2% |
| Participant deferral / active EE | $4,670 | $2,622+78.1% | $1,952+139.2% | $6,690-30.2% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |