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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 | $425,886 | $184,000+131.5% | $162,185+162.6% | $152,909+178.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 27.88% | 150.80%-122.9pp | 115.61%-87.7pp | 345.46%-317.6pp |
| Employer contribution / active EE | $3,122 | $6,370-51.0% | $5,613-44.4% | $4,764-34.5% |
| Participant deferral / active EE | $10,667 | $8,033+32.8% | $7,297+46.2% | $5,851+82.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |