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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 | $325,973 | $165,381+97.1% | $149,730+117.7% | $158,966+105.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 17.74% | 348.29%-330.6pp | 276.70%-259.0pp | 302.95%-285.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,360 | $7,182-11.5% | $6,843-7.1% | $5,983+6.3% |
| Admin fee / account holder | $29 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |