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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 | $111,787+138.4% | $93,681+184.4% | $145,978+82.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.21% | 203.52%-191.3pp | 133.47%-121.3pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,708 | $3,093-44.8% | $2,422-29.5% | $4,662-63.4% |
| Participant deferral / active EE | $5,395 | $4,918+9.7% | $4,415+22.2% | $6,690-19.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |