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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 | $359,557 | $209,422+71.7% | $178,503+101.4% | $158,982+126.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.25% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.7pp |
| Employer contribution / active EE | $3,886 | $5,707-31.9% | $5,011-22.5% | $4,763-18.4% |
| Participant deferral / active EE | $4,321 | $5,955-27.4% | $5,202-16.9% | $5,983-27.8% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |