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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 | $319,783 | $109,872+191.0% | $98,483+224.7% | $167,536+90.9% |
| Participation rate | 10.0% | 75.8%-65.8pp | 73.3%-63.3pp | 82.1%-72.1pp |
| Annual return | 17.58% | 1959.31%-1941.7pp | 1494.38%-1476.8pp | 478.82%-461.2pp |
| Employer contribution / active EE | $658 | $3,225-79.6% | $2,961-77.8% | $4,839-86.4% |
| Participant deferral / active EE | $2,600 | $4,673-44.4% | $4,276-39.2% | $6,342-59.0% |
| Admin fee / account holder | $120 | $6,757-98.2% | $5,953-98.0% | $12,315-99.0% |