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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 | $292,148 | $160,070+82.5% | $147,117+98.6% | $145,897+100.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.21% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,619 | $5,285-50.4% | $4,932-46.9% | $4,663-43.8% |
| Participant deferral / active EE | $11,631 | $8,419+38.1% | $8,065+44.2% | $6,689+73.9% |
| Admin fee / account holder | $190 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |