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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 | $514,785 | $107,353+379.5% | $92,903+454.1% | $152,885+236.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 26.17% | 145.62%-119.4pp | 109.43%-83.3pp | 345.39%-319.2pp |
| Employer contribution / active EE | $2,456 | $4,222-41.8% | $3,653-32.8% | $4,763-48.4% |
| Participant deferral / active EE | $12,667 | $4,848+161.3% | $4,238+198.9% | $5,851+116.5% |
| Admin fee / account holder | $168 | $7,081-97.6% | $5,795-97.1% | $11,598-98.6% |