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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 | $363,569 | $165,351+119.9% | $149,710+142.8% | $158,931+128.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.51% | 348.19%-331.7pp | 276.63%-260.1pp | 302.86%-286.4pp |
| Employer contribution / active EE | $1,667 | $5,103-67.3% | $4,645-64.1% | $4,761-65.0% |
| Participant deferral / active EE | $3,933 | $7,181-45.2% | $6,842-42.5% | $5,982-34.3% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |