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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 | $310,039 | $165,399+87.4% | $149,745+107.0% | $158,982+95.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 54.92% | 348.34%-293.4pp | 276.72%-221.8pp | 302.99%-248.1pp |
| Employer contribution / active EE | $1,463 | $5,105-71.3% | $4,646-68.5% | $4,763-69.3% |
| Participant deferral / active EE | $8,383 | $7,183+16.7% | $6,843+22.5% | $5,983+40.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |