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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 | $276,718 | $114,119+142.5% | $107,187+158.2% | $138,895+99.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 19.43% | 273.21%-253.8pp | 204.55%-185.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $8,014 | $4,059+97.5% | $3,782+111.9% | $4,194+91.1% |
| Participant deferral / active EE | $15,500 | $5,538+179.9% | $5,096+204.2% | $6,396+142.3% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |