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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 | $171,492+61.4% | $150,734+83.6% | $198,609+39.3% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 19.43% | 804.70%-785.3pp | 600.81%-581.4pp | 202.70%-183.3pp |
| Employer contribution / active EE | $8,014 | $5,470+46.5% | $4,918+62.9% | $5,055+58.5% |
| Participant deferral / active EE | $15,500 | $6,259+147.6% | $5,610+176.3% | $6,977+122.2% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |