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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 | $365,938 | $29,319+1148.1% | $52,425+598.0% | $82,448+343.8% |
| Participation rate | 3.6% | 46.9%-43.3pp | 55.6%-52.1pp | 68.1%-64.5pp |
| Annual return | 275.11% | 535.20%-260.1pp | 302.12%-27.0pp | 41.64%+233.5pp |
| Employer contribution / active EE | $93 | $586-84.2% | $914-89.9% | $2,551-96.4% |
| Participant deferral / active EE | $890 | $1,171-24.0% | $1,790-50.3% | $4,139-78.5% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |