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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 | $434,793 | $198,461+119.1% | $170,436+155.1% | $147,585+194.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 18.86% | 257.30%-238.4pp | 205.94%-187.1pp | 578.57%-559.7pp |
| Employer contribution / active EE | $2,312 | $6,184-62.6% | $5,433-57.4% | $4,876-52.6% |
| Participant deferral / active EE | $3,277 | $5,629-41.8% | $4,939-33.6% | $5,439-39.7% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |