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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 | $270,875 | $115,814+133.9% | $101,275+167.5% | $158,982+70.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 62.34% | 56.16%+6.2pp | 46.48%+15.9pp | 302.99%-240.7pp |
| Employer contribution / active EE | $4,455 | $4,176+6.7% | $3,660+21.7% | $4,763-6.5% |
| Participant deferral / active EE | $4,065 | $4,958-18.0% | $4,371-7.0% | $5,983-32.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |