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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 | $334,000 | $138,076+141.9% | $123,553+170.3% | $135,380+146.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 4.18% | 153.70%-149.5pp | 119.21%-115.0pp | 519.81%-515.6pp |
| Employer contribution / active EE | $5,089 | $5,152-1.2% | $4,628+10.0% | $4,779+6.5% |
| Participant deferral / active EE | $8,567 | $6,800+26.0% | $6,426+33.3% | $5,609+52.7% |
| Admin fee / account holder | $36 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |