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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 | $263,197 | $148,582+77.1% | $135,942+93.6% | $139,456+88.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.94% | 79.26%-54.3pp | 68.28%-43.3pp | 373.45%-348.5pp |
| Employer contribution / active EE | $1,961 | $5,245-62.6% | $4,858-59.6% | $4,753-58.7% |
| Participant deferral / active EE | $4,972 | $8,101-38.6% | $7,759-35.9% | $6,711-25.9% |
| Admin fee / account holder | $90 | $12,402-99.3% | $10,764-99.2% | $11,407-99.2% |