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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 | $341,288 | $202,342+68.7% | $172,753+97.6% | $152,909+123.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 20.30% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $5,756 | $5,857-1.7% | $5,144+11.9% | $4,764+20.8% |
| Participant deferral / active EE | $3,277 | $5,948-44.9% | $5,198-37.0% | $5,851-44.0% |
| Admin fee / account holder | $70 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |