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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 | $476,621 | $209,425+127.6% | $178,499+167.0% | $158,966+199.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 13.90% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,550 | $5,707-72.8% | $5,011-69.1% | $4,762-67.5% |
| Participant deferral / active EE | $6,173 | $5,955+3.7% | $5,202+18.7% | $5,983+3.2% |
| Admin fee / account holder | $83 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |