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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 | $358,186 | $152,619+134.7% | $125,195+186.1% | $152,909+134.2% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 19.99% | 54.85%-34.9pp | 43.79%-23.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $9,468 | $4,947+91.4% | $3,866+144.9% | $4,764+98.7% |
| Participant deferral / active EE | $9,382 | $5,869+59.9% | $4,937+90.0% | $5,851+60.3% |
| Admin fee / account holder | $23 | $13,437-99.8% | $9,704-99.8% | $11,601-99.8% |