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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 | $482,457 | $289,211+66.8% | $260,467+85.2% | $198,609+142.9% |
| Participation rate | 33.3% | 83.1%-49.8pp | 80.5%-47.1pp | 82.4%-49.0pp |
| Annual return | 13.94% | 112.90%-99.0pp | 100.60%-86.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,040 | $4,663-77.7% | $4,239-75.5% | $5,055-79.4% |
| Participant deferral / active EE | $11,583 | $6,812+70.0% | $6,319+83.3% | $6,977+66.0% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |