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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 | $348,602 | $29,319+1089.0% | $52,425+565.0% | $82,448+322.8% |
| Participation rate | 6.5% | 46.9%-40.4pp | 55.6%-49.2pp | 68.1%-61.6pp |
| Annual return | 148.96% | 535.20%-386.2pp | 302.12%-153.2pp | 41.64%+107.3pp |
| Employer contribution / active EE | $172 | $586-70.6% | $914-81.2% | $2,551-93.2% |
| Participant deferral / active EE | $1,981 | $1,171+69.1% | $1,790+10.6% | $4,139-52.1% |
| Admin fee / account holder | $3 | $1,962-99.8% | $2,495-99.9% | $7,234-100.0% |