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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 | $550,584 | $165,399+232.9% | $149,745+267.7% | $158,982+246.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.23% | 348.34%-325.1pp | 276.72%-253.5pp | 302.99%-279.8pp |
| Employer contribution / active EE | $4,239 | $5,105-17.0% | $4,646-8.8% | $4,763-11.0% |
| Participant deferral / active EE | $7,000 | $7,183-2.5% | $6,843+2.3% | $5,983+17.0% |
| Admin fee / account holder | $30 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |