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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 | $350,416 | $115,814+202.6% | $101,275+246.0% | $158,982+120.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 19.67% | 56.16%-36.5pp | 46.48%-26.8pp | 302.99%-283.3pp |
| Employer contribution / active EE | $2,224 | $4,176-46.7% | $3,660-39.2% | $4,763-53.3% |
| Participant deferral / active EE | $12,500 | $4,958+152.1% | $4,371+186.0% | $5,983+108.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |