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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 | $267,708 | $99,031+170.3% | $86,597+209.1% | $147,585+81.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.15% | 1312.56%-1296.4pp | 964.96%-948.8pp | 578.57%-562.4pp |
| Employer contribution / active EE | $2,032 | $3,132-35.1% | $2,840-28.5% | $4,876-58.3% |
| Participant deferral / active EE | $10,145 | $3,972+155.4% | $3,609+181.1% | $5,439+86.5% |
| Admin fee / account holder | $25 | $5,711-99.6% | $4,906-99.5% | $10,885-99.8% |