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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 | $342,338 | $217,432+57.4% | $185,851+84.2% | $167,553+104.3% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 15.15% | 148.43%-133.3pp | 122.11%-107.0pp | 478.89%-463.7pp |
| Employer contribution / active EE | $2,096 | $5,874-64.3% | $5,168-59.4% | $4,840-56.7% |
| Participant deferral / active EE | $5,391 | $6,357-15.2% | $5,569-3.2% | $6,343-15.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |