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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 | $267,547 | $201,372+32.9% | $184,260+45.2% | $145,884+83.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 23.49% | 29.04%-5.6pp | 28.84%-5.4pp | 551.85%-528.4pp |
| Employer contribution / active EE | $3,941 | $7,024-43.9% | $6,427-38.7% | $4,662-15.5% |
| Participant deferral / active EE | $23,409 | $9,808+138.7% | $9,133+156.3% | $6,690+249.9% |
| Admin fee / account holder | $22 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |