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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 | $424,567 | $160,040+165.3% | $147,096+188.6% | $145,877+191.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 18.04% | 98.49%-80.5pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $6,837 | $5,289+29.3% | $4,936+38.5% | $4,663+46.6% |
| Participant deferral / active EE | $8,136 | $8,429-3.5% | $8,071+0.8% | $6,691+21.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |