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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 | $296,761 | $124,330+138.7% | $109,173+171.8% | $167,536+77.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 16.70% | 26.04%-9.3pp | 25.75%-9.1pp | 478.82%-462.1pp |
| Employer contribution / active EE | $3,887 | $4,209-7.6% | $3,723+4.4% | $4,839-19.7% |
| Participant deferral / active EE | $6,320 | $5,256+20.2% | $4,654+35.8% | $6,342-0.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |