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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 | $451,174 | $180,749+149.6% | $160,784+180.6% | $137,256+228.7% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.0%-35.3pp | 80.0%-38.3pp |
| Annual return | 20.89% | 2234.46%-2213.6pp | 1803.92%-1783.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,783 | $4,155-33.0% | $3,733-25.5% | $4,156-33.0% |
| Participant deferral / active EE | $11,395 | $6,844+66.5% | $6,293+81.1% | $6,407+77.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |