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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 | $293,511 | $106,008+176.9% | $92,240+218.2% | $147,586+98.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 20.99% | 50.05%-29.1pp | 176.29%-155.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,267 | $4,333-47.7% | $3,680-38.4% | $4,876-53.5% |
| Participant deferral / active EE | $11,680 | $4,478+160.8% | $3,897+199.7% | $5,439+114.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |