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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 | $451,672 | $129,737+248.1% | $119,126+279.2% | $154,746+191.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 20.64% | 379.08%-358.4pp | 282.11%-261.5pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,967 | $4,375+13.5% | $4,034+23.1% | $4,379+13.4% |
| Participant deferral / active EE | $9,078 | $5,842+55.4% | $5,318+70.7% | $6,730+34.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |