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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 | $275,019 | $154,193+78.4% | $130,045+111.5% | $139,466+97.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 14.41% | 32.51%-18.1pp | -137.30%+151.7pp | 373.66%-359.3pp |
| Employer contribution / active EE | $2,122 | $5,292-59.9% | $4,321-50.9% | $4,754-55.4% |
| Participant deferral / active EE | $4,389 | $6,709-34.6% | $5,820-24.6% | $6,712-34.6% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |