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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 | $269,137 | $175,257+53.6% | $149,717+79.8% | $139,456+93.0% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 17.11% | 166.70%-149.6pp | 134.41%-117.3pp | 373.45%-356.3pp |
| Employer contribution / active EE | $2,200 | $5,477-59.8% | $4,820-54.4% | $4,753-53.7% |
| Participant deferral / active EE | $4,707 | $6,521-27.8% | $5,682-17.2% | $6,711-29.9% |
| Admin fee / account holder | $170 | $16,156-98.9% | $13,213-98.7% | $11,407-98.5% |