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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 | $442,242 | $114,093+287.6% | $96,171+359.9% | $167,536+164.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 16.19% | 190.00%-173.8pp | 192.04%-175.9pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,108 | $3,429-67.7% | $2,799-60.4% | $4,839-77.1% |
| Participant deferral / active EE | $1,108 | $5,197-78.7% | $4,350-74.5% | $6,342-82.5% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |