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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 | $165,399+119.8% | $149,745+142.8% | $158,982+128.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.51% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,667 | $5,105-67.4% | $4,646-64.1% | $4,763-65.0% |
| Participant deferral / active EE | $3,933 | $7,183-45.2% | $6,843-42.5% | $5,983-34.3% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |