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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 | $336,789 | $129,737+159.6% | $119,126+182.7% | $154,746+117.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 10.88% | 379.08%-368.2pp | 282.11%-271.2pp | 172.34%-161.5pp |
| Employer contribution / active EE | $18,300 | $4,375+318.3% | $4,034+353.7% | $4,379+317.9% |
| Participant deferral / active EE | $2,004 | $5,842-65.7% | $5,318-62.3% | $6,730-70.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |