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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 | $159,934+70.6% | $147,005+85.6% | $145,959+86.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.10% | 98.24%-82.1pp | 418.76%-402.7pp | 561.95%-545.8pp |
| Employer contribution / active EE | $10,010 | $5,287+89.3% | $4,934+102.9% | $4,661+114.8% |
| Participant deferral / active EE | $10,010 | $8,427+18.8% | $8,070+24.0% | $6,689+49.7% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |