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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 | $266,454 | $111,878+138.2% | $93,727+184.3% | $145,897+82.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.21% | 204.28%-192.1pp | 133.83%-121.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,708 | $3,092-44.8% | $2,421-29.5% | $4,663-63.4% |
| Participant deferral / active EE | $5,395 | $4,920+9.6% | $4,417+22.1% | $6,689-19.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |