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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 | $554,393 | $72,071+669.2% | $68,368+710.9% | $137,256+303.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 21.81% | 353.14%-331.3pp | 292.57%-270.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $9,077 | $2,788+225.6% | $2,649+242.7% | $4,156+118.4% |
| Participant deferral / active EE | $14,266 | $4,410+223.5% | $4,123+246.0% | $6,407+122.7% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |