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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 | $365,339 | $185,312+97.1% | $161,489+126.2% | $154,746+136.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.56% | 103.84%-91.3pp | 89.72%-77.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $2,694 | $4,769-43.5% | $4,268-36.9% | $4,379-38.5% |
| Participant deferral / active EE | $12,750 | $6,350+100.8% | $5,630+126.5% | $6,730+89.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |