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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 | $272,810 | $160,028+70.5% | $147,080+85.5% | $145,884+87.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.10% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.7pp |
| Employer contribution / active EE | $10,010 | $5,286+89.4% | $4,933+102.9% | $4,662+114.7% |
| Participant deferral / active EE | $10,010 | $8,422+18.9% | $8,066+24.1% | $6,690+49.6% |
| Admin fee / account holder | $60 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |