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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 | $262,734 | $217,432+20.8% | $185,851+41.4% | $167,553+56.8% |
| Participation rate | 21.4% | 86.1%-64.6pp | 81.7%-60.3pp | 82.1%-60.7pp |
| Annual return | 9.37% | 148.43%-139.1pp | 122.11%-112.7pp | 478.89%-469.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,042 | $6,357-52.2% | $5,569-45.4% | $6,343-52.0% |
| Admin fee / account holder | $25 | $19,820-99.9% | $16,245-99.8% | $12,316-99.8% |