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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 | $951,786 | $102,663+827.1% | $86,216+1004.0% | $139,466+582.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 9.23% | 1924.52%-1915.3pp | 1169.42%-1160.2pp | 373.66%-364.4pp |
| Employer contribution / active EE | $1,010 | $3,035-66.7% | $2,382-57.6% | $4,754-78.8% |
| Participant deferral / active EE | $2,272 | $4,677-51.4% | $3,986-43.0% | $6,712-66.2% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |