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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 | $183,968+110.4% | $162,166+138.7% | $152,870+153.2% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.4%-49.1pp |
| Annual return | 22.66% | 150.77%-128.1pp | 115.59%-92.9pp | 345.34%-322.7pp |
| Employer contribution / active EE | $2,349 | $6,371-63.1% | $5,614-58.1% | $4,763-50.7% |
| Participant deferral / active EE | $8,333 | $8,034+3.7% | $7,298+14.2% | $5,850+42.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |