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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 | $384,635 | $81,643+371.1% | $70,462+445.9% | $158,950+142.0% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 8.66% | 208.51%-199.8pp | 109.08%-100.4pp | 302.91%-294.2pp |
| Employer contribution / active EE | $11,531 | $3,218+258.3% | $2,737+321.2% | $4,762+142.2% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |