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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 | $833,318 | $88,702+839.5% | $81,780+919.0% | $145,978+470.9% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 11.06% | 1029.12%-1018.1pp | 776.27%-765.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $588 | $3,084-80.9% | $2,914-79.8% | $4,662-87.4% |
| Participant deferral / active EE | $6,667 | $4,645+43.5% | $4,321+54.3% | $6,690-0.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |