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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 | $291,427 | $175,259+66.3% | $149,723+94.6% | $139,487+108.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.02% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,692 | $5,478-69.1% | $4,821-64.9% | $4,755-64.4% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |