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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 | $407,393 | $148,623+174.1% | $135,974+199.6% | $139,466+192.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 31.02% | 79.30%-48.3pp | 68.30%-37.3pp | 373.66%-342.6pp |
| Employer contribution / active EE | $12,667 | $5,246+141.4% | $4,859+160.7% | $4,754+166.4% |
| Participant deferral / active EE | $14,000 | $8,103+72.8% | $7,760+80.4% | $6,712+108.6% |
| Admin fee / account holder | $9 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |