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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 | $395,218 | $132,099+199.2% | $115,599+241.9% | $138,895+184.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 1504.49% | 176.76%+1327.7pp | 111.10%+1393.4pp | 145.39%+1359.1pp |
| Employer contribution / active EE | $2,191 | $3,416-35.9% | $2,955-25.9% | $4,194-47.8% |
| Participant deferral / active EE | $5,478 | $5,617-2.5% | $4,889+12.0% | $6,396-14.4% |
| Admin fee / account holder | $276 | $15,650-98.2% | $12,841-97.9% | $12,562-97.8% |