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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 | $256,273 | $56,134+356.5% | $96,171+166.5% | $85,847+198.5% |
| Participation rate | 18.6% | 56.7%-38.1pp | 68.4%-49.8pp | 69.3%-50.7pp |
| Annual return | 63.53% | 42.30%+21.2pp | 192.04%-128.5pp | 318.61%-255.1pp |
| Employer contribution / active EE | $414 | $1,620-74.5% | $2,799-85.2% | $2,565-83.9% |
| Participant deferral / active EE | $893 | $2,858-68.8% | $4,350-79.5% | $3,952-77.4% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |