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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 | $279,297 | $102,422+172.7% | $147,117+89.8% | $80,959+245.0% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 16.42% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,588 | $3,717-30.4% | $4,932-47.5% | $2,757-6.2% |
| Participant deferral / active EE | $11,702 | $6,652+75.9% | $8,065+45.1% | $4,300+172.1% |
| Admin fee / account holder | $1 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |