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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 | $653,957 | $115,810+464.7% | $101,271+545.7% | $158,966+311.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 22.44% | 56.15%-33.7pp | 46.48%-24.0pp | 302.95%-280.5pp |
| Employer contribution / active EE | $1,665 | $4,175-60.1% | $3,660-54.5% | $4,762-65.0% |
| Participant deferral / active EE | $7,800 | $4,958+57.3% | $4,371+78.5% | $5,983+30.4% |
| Admin fee / account holder | $70 | $7,248-99.0% | $5,948-98.8% | $11,250-99.4% |