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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 | $363,886 | $111,814+225.4% | $93,654+288.5% | $145,959+149.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 14.11% | 203.30%-189.2pp | 133.34%-119.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,105 | $3,092+0.4% | $2,421+28.3% | $4,661-33.4% |
| Participant deferral / active EE | $3,780 | $4,914-23.1% | $4,413-14.3% | $6,689-43.5% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |