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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 | $495,838 | $167,030+196.9% | $135,768+265.2% | $155,188+219.5% |
| Participation rate | 27.3% | 76.2%-48.9pp | 71.1%-43.8pp | 80.8%-53.5pp |
| Annual return | 18.27% | 678.39%-660.1pp | 526.10%-507.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,376 | $4,132-42.5% | $3,394-30.0% | $4,248-44.1% |
| Participant deferral / active EE | $4,015 | $4,528-11.3% | $3,977+0.9% | $6,531-38.5% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |