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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 | $612,798 | $118,877+415.5% | $96,570+534.6% | $167,536+265.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 49.73% | 50.50%-0.8pp | 37.79%+11.9pp | 478.82%-429.1pp |
| Employer contribution / active EE | $24,050 | $3,121+670.7% | $2,357+920.3% | $4,839+397.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $176 | $8,069-97.8% | $6,182-97.2% | $12,315-98.6% |