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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 | $352,221 | $112,933+211.9% | $90,970+287.2% | $158,982+121.5% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 9.93% | 215.82%-205.9pp | 134.60%-124.7pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,468 | $2,893-49.3% | $2,122-30.8% | $4,763-69.2% |
| Participant deferral / active EE | $6,039 | $4,128+46.3% | $3,373+79.0% | $5,983+0.9% |
| Admin fee / account holder | $8 | $8,047-99.9% | $5,961-99.9% | $11,252-99.9% |