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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 | $293,743 | $180,749+62.5% | $160,784+82.7% | $137,256+114.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 17.60% | 2234.46%-2216.9pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,841 | $4,155-55.7% | $3,733-50.7% | $4,156-55.7% |
| Participant deferral / active EE | $8,726 | $6,844+27.5% | $6,293+38.7% | $6,407+36.2% |
| Admin fee / account holder | $40 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |