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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 | $325,064 | $176,794+83.9% | $146,647+121.7% | $167,553+94.0% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 12.89% | 24.04%-11.1pp | 22.75%-9.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,312 | $5,161-74.6% | $4,137-68.3% | $4,840-72.9% |
| Participant deferral / active EE | $17,333 | $6,440+169.1% | $5,506+214.8% | $6,343+173.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |