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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 | $154,754+220.4% | $124,206+299.2% | $138,895+257.0% |
| Participation rate | 27.3% | 75.5%-48.2pp | 69.6%-42.3pp | 79.9%-52.6pp |
| Annual return | 18.27% | 709.28%-691.0pp | 515.27%-497.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,376 | $4,446-46.6% | $3,540-32.9% | $4,194-43.4% |
| Participant deferral / active EE | $4,015 | $4,621-13.1% | $3,968+1.2% | $6,396-37.2% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |