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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 | $350,645 | $101,063+247.0% | $81,473+330.4% | $147,585+137.6% |
| Participation rate | 20.0% | 74.5%-54.5pp | 68.0%-48.0pp | 82.8%-62.8pp |
| Annual return | 21.76% | 32.41%-10.6pp | 38.78%-17.0pp | 578.58%-556.8pp |
| Employer contribution / active EE | $480 | $3,206-85.0% | $2,568-81.3% | $4,876-90.2% |
| Participant deferral / active EE | $3,600 | $4,242-15.1% | $3,537+1.8% | $5,439-33.8% |
| Admin fee / account holder | -$1,164 | $5,812-120.0% | $4,561-125.5% | $10,886-110.7% |