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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 | $752,062 | $175,259+329.1% | $149,723+402.3% | $139,487+439.2% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 760.64% | 166.82%+593.8pp | 134.50%+626.1pp | 373.84%+386.8pp |
| Employer contribution / active EE | $40,027 | $5,478+630.6% | $4,821+730.2% | $4,755+741.9% |
| Participant deferral / active EE | $27,226 | $6,522+317.5% | $5,682+379.1% | $6,713+305.6% |
| Admin fee / account holder | $236 | $16,158-98.5% | $13,215-98.2% | $11,407-97.9% |