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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 | $265,483 | $134,817+96.9% | $123,973+114.1% | $155,188+71.1% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 18.22% | 515.49%-497.3pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $3,662 | $4,425-17.2% | $4,126-11.2% | $4,248-13.8% |
| Participant deferral / active EE | $8,362 | $5,706+46.5% | $5,247+59.4% | $6,531+28.0% |
| Admin fee / account holder | $66 | $13,245-99.5% | $11,799-99.4% | $14,480-99.5% |