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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 | $167,030+69.9% | $135,768+109.0% | $155,188+82.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 15.95% | 678.39%-662.4pp | 526.10%-510.1pp | 148.84%-132.9pp |
| Employer contribution / active EE | $9,344 | $4,132+126.1% | $3,394+175.3% | $4,248+120.0% |
| Participant deferral / active EE | $9,344 | $4,528+106.4% | $3,977+134.9% | $6,531+43.1% |
| Admin fee / account holder | $116 | $8,172-98.6% | $7,048-98.4% | $14,480-99.2% |