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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 | $277,160 | $183,988+50.6% | $162,177+70.9% | $152,897+81.3% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 14.29% | 150.79%-136.5pp | 115.60%-101.3pp | 345.43%-331.1pp |
| Employer contribution / active EE | $2,778 | $6,370-56.4% | $5,613-50.5% | $4,764-41.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |