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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 | $387,084 | $184,000+110.4% | $162,185+138.7% | $152,909+153.1% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 22.66% | 150.80%-128.1pp | 115.61%-93.0pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,349 | $6,370-63.1% | $5,613-58.1% | $4,764-50.7% |
| Participant deferral / active EE | $8,333 | $8,033+3.7% | $7,297+14.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |