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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 | $282,209 | $217,432+29.8% | $185,849+51.8% | $167,536+68.4% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 11.21% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $5,534 | $5,875-5.8% | $5,169+7.1% | $4,839+14.4% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $120 | $19,818-99.4% | $16,244-99.3% | $12,315-99.0% |