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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 | $259,422 | $217,427+19.3% | $185,837+39.6% | $167,518+54.9% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.67% | 148.39%-136.7pp | 122.08%-110.4pp | 478.71%-467.0pp |
| Employer contribution / active EE | $1,832 | $5,874-68.8% | $5,168-64.6% | $4,838-62.1% |
| Participant deferral / active EE | $9,880 | $6,357+55.4% | $5,568+77.4% | $6,342+55.8% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |