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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 | $283,763 | $162,529+74.6% | $130,788+117.0% | $154,746+83.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 15.95% | 510.48%-494.5pp | 386.44%-370.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $9,344 | $4,447+110.1% | $3,558+162.6% | $4,379+113.4% |
| Participant deferral / active EE | $9,344 | $4,808+94.3% | $4,137+125.9% | $6,730+38.8% |
| Admin fee / account holder | $116 | $7,669-98.5% | $6,673-98.3% | $14,365-99.2% |