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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 | $271,509 | $107,944+151.5% | $91,994+195.1% | $152,885+77.6% |
| Participation rate | 28.6% | 81.2%-52.6pp | 78.6%-50.1pp | 82.5%-53.9pp |
| Annual return | 22.13% | 89.26%-67.1pp | 69.03%-46.9pp | 345.39%-323.3pp |
| Employer contribution / active EE | $2,753 | $4,210-34.6% | $3,452-20.3% | $4,763-42.2% |
| Participant deferral / active EE | $5,143 | $6,365-19.2% | $5,923-13.2% | $5,851-12.1% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |