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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 | $412,196 | $183,539+124.6% | $155,556+165.0% | $145,897+182.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.99% | 61.31%-38.3pp | 64.84%-41.8pp | 552.29%-529.3pp |
| Employer contribution / active EE | $2,613 | $5,315-50.8% | $4,675-44.1% | $4,663-44.0% |
| Participant deferral / active EE | $13,000 | $6,467+101.0% | $5,631+130.9% | $6,689+94.3% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |