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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 | $305,406 | $183,539+66.4% | $155,556+96.3% | $145,897+109.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 26.68% | 61.31%-34.6pp | 64.84%-38.2pp | 552.29%-525.6pp |
| Employer contribution / active EE | $1,428 | $5,315-73.1% | $4,675-69.5% | $4,663-69.4% |
| Participant deferral / active EE | $2,329 | $6,467-64.0% | $5,631-58.6% | $6,689-65.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |