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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 | $415,008 | $157,276+163.9% | $141,177+194.0% | $152,885+171.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.72% | 64.33%-46.6pp | 71.40%-53.7pp | 345.39%-327.7pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,763+5.0% |
| Participant deferral / active EE | $5,000 | $7,110-29.7% | $6,710-25.5% | $5,851-14.5% |
| Admin fee / account holder | $24 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |