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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 | $217,432+19.3% | $185,851+39.6% | $167,553+54.8% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.67% | 148.43%-136.8pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,832 | $5,874-68.8% | $5,168-64.6% | $4,840-62.2% |
| Participant deferral / active EE | $9,880 | $6,357+55.4% | $5,569+77.4% | $6,343+55.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |