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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 | $262,420 | $157,296+66.8% | $141,191+85.9% | $152,897+71.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.63% | 64.34%-41.7pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $3,088 | $5,262-41.3% | $4,736-34.8% | $4,764-35.2% |
| Participant deferral / active EE | $7,520 | $7,111+5.8% | $6,710+12.1% | $5,851+28.5% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |