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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 | $365,278 | $103,000+254.6% | $90,300+304.5% | $152,885+138.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 18.31% | 95.19%-76.9pp | 78.11%-59.8pp | 345.39%-327.1pp |
| Employer contribution / active EE | $2,705 | $3,138-13.8% | $2,854-5.2% | $4,763-43.2% |
| Participant deferral / active EE | $4,625 | $4,281+8.0% | $3,884+19.1% | $5,851-21.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |