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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 | $272,395 | $162,529+67.6% | $130,788+108.3% | $154,746+76.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 10.74% | 510.48%-499.7pp | 386.44%-375.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $11,750 | $4,447+164.2% | $3,558+230.2% | $4,379+168.3% |
| Participant deferral / active EE | $11,750 | $4,808+144.4% | $4,137+184.0% | $6,730+74.6% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |