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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 | $348,850 | $107,353+225.0% | $92,903+275.5% | $152,885+128.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 25.36% | 145.62%-120.3pp | 109.43%-84.1pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,406 | $4,222-66.7% | $3,653-61.5% | $4,763-70.5% |
| Participant deferral / active EE | $8,089 | $4,848+66.9% | $4,238+90.9% | $5,851+38.3% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |