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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 | $408,869 | $175,231+133.3% | $149,696+173.1% | $139,466+193.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 20.54% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,532 | $5,478-53.8% | $4,821-47.5% | $4,754-46.7% |
| Participant deferral / active EE | $7,275 | $6,521+11.6% | $5,682+28.0% | $6,712+8.4% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |