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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 | $134,817+105.3% | $123,973+123.2% | $155,188+78.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 19.43% | 515.49%-496.1pp | 388.13%-368.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $8,014 | $4,425+81.1% | $4,126+94.2% | $4,248+88.7% |
| Participant deferral / active EE | $15,500 | $5,706+171.6% | $5,247+195.4% | $6,531+137.3% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |