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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 | $314,434 | $111,878+181.1% | $93,727+235.5% | $145,897+115.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 10.06% | 204.28%-194.2pp | 133.83%-123.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,504 | $3,092-19.0% | $2,421+3.4% | $4,663-46.3% |
| Participant deferral / active EE | $8,646 | $4,920+75.7% | $4,417+95.7% | $6,689+29.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |