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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 | $320,710 | $176,120+82.1% | $159,487+101.1% | $167,553+91.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.44% | 331.95%-319.5pp | 263.71%-251.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $4,403 | $5,299-16.9% | $4,831-8.9% | $4,840-9.0% |
| Participant deferral / active EE | $17,333 | $7,752+123.6% | $7,354+135.7% | $6,343+173.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |