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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 | $365,348 | $160,059+128.3% | $140,019+160.9% | $135,380+169.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | 22.53% | 911.48%-889.0pp | 651.17%-628.6pp | 519.81%-497.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $151 | $13,328-98.9% | $10,705-98.6% | $10,828-98.6% |