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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 | $323,706 | $72,071+349.1% | $68,368+373.5% | $137,256+135.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.42% | 353.14%-333.7pp | 292.57%-273.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $17,326 | $2,788+521.5% | $2,649+554.1% | $4,156+316.9% |
| Participant deferral / active EE | $10,333 | $4,410+134.3% | $4,123+150.6% | $6,407+61.3% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |