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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 | $307,528 | $106,008+190.1% | $92,240+233.4% | $147,586+108.4% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 16.62% | 50.05%-33.4pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $5,800 | $4,333+33.8% | $3,680+57.6% | $4,876+18.9% |
| Participant deferral / active EE | $7,200 | $4,478+60.8% | $3,897+84.8% | $5,439+32.4% |
| Admin fee / account holder | $253 | $6,333-96.0% | $5,194-95.1% | $10,886-97.7% |