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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 | $277,075 | $99,009+179.8% | $86,581+220.0% | $147,585+87.7% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 19.81% | 1312.70%-1292.9pp | 965.06%-945.2pp | 578.58%-558.8pp |
| Employer contribution / active EE | $2,472 | $3,132-21.1% | $2,840-12.9% | $4,876-49.3% |
| Participant deferral / active EE | $2,966 | $3,972-25.3% | $3,609-17.8% | $5,439-45.5% |
| Admin fee / account holder | $82 | $5,709-98.6% | $4,904-98.3% | $10,886-99.2% |