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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 | $183,592+124.5% | $155,574+165.0% | $145,877+182.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.99% | 61.37%-38.4pp | 64.87%-41.9pp | 551.28%-528.3pp |
| Employer contribution / active EE | $2,613 | $5,317-50.9% | $4,676-44.1% | $4,663-44.0% |
| Participant deferral / active EE | $13,000 | $6,466+101.1% | $5,629+130.9% | $6,691+94.3% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |