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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 | $471,895 | $175,257+169.3% | $149,717+215.2% | $139,456+238.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 34.84% | 166.70%-131.9pp | 134.41%-99.6pp | 373.45%-338.6pp |
| Employer contribution / active EE | $2,321 | $5,477-57.6% | $4,820-51.8% | $4,753-51.2% |
| Participant deferral / active EE | $9,080 | $6,521+39.2% | $5,682+59.8% | $6,711+35.3% |
| Admin fee / account holder | $15 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |