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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 | $346,572 | $165,399+109.5% | $149,745+131.4% | $158,982+118.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 29.91% | 348.34%-318.4pp | 276.72%-246.8pp | 302.99%-273.1pp |
| Employer contribution / active EE | $2,400 | $5,105-53.0% | $4,646-48.3% | $4,763-49.6% |
| Participant deferral / active EE | $9,367 | $7,183+30.4% | $6,843+36.9% | $5,983+56.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |