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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 | $274,752 | $160,059+71.7% | $140,019+96.2% | $135,379+102.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -1.40% | 911.44%-912.8pp | 651.15%-652.5pp | 519.79%-521.2pp |
| Employer contribution / active EE | $1,809 | $6,420-71.8% | $5,605-67.7% | $4,779-62.1% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |