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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 | $506,166 | $202,342+150.2% | $172,752+193.0% | $152,897+231.0% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 30.42% | 1029.83%-999.4pp | 802.97%-772.6pp | 345.43%-315.0pp |
| Employer contribution / active EE | $2,009 | $5,858-65.7% | $5,144-60.9% | $4,764-57.8% |
| Participant deferral / active EE | $2,837 | $5,948-52.3% | $5,198-45.4% | $5,851-51.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |