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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 | $360,452 | $111,878+222.2% | $93,727+284.6% | $145,897+147.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.56% | 204.28%-194.7pp | 133.83%-124.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $895 | $3,092-71.1% | $2,421-63.0% | $4,663-80.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |