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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 | $859,341 | $95,915+795.9% | $79,580+979.8% | $134,532+538.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | 49.22% | -2.71%+51.9pp | 0.15%+49.1pp | 418.27%-369.0pp |
| Employer contribution / active EE | $913 | $3,129-70.8% | $2,413-62.2% | $4,741-80.7% |
| Participant deferral / active EE | $2,054 | $4,693-56.2% | $3,985-48.5% | $6,401-67.9% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |