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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 | $250,385 | $111,830+123.9% | $93,696+167.2% | $145,884+71.6% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 14.06% | 204.08%-190.0pp | 133.74%-119.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,487 | $3,093-51.9% | $2,422-38.6% | $4,662-68.1% |
| Participant deferral / active EE | $1,487 | $4,920-69.8% | $4,417-66.3% | $6,690-77.8% |
| Admin fee / account holder | $226 | $10,249-97.8% | $8,287-97.3% | $13,392-98.3% |