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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 | $263,169 | $162,821+61.6% | $133,978+96.4% | $158,982+65.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 6.97% | 41.95%-35.0pp | 45.10%-38.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,009 | $4,976-79.7% | $3,919-74.3% | $4,763-78.8% |
| Participant deferral / active EE | $8,700 | $5,910+47.2% | $5,047+72.4% | $5,983+45.4% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |