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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 | $275,486 | $227,597+21.0% | $189,575+45.3% | $167,536+64.4% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.4%-53.4pp | 82.1%-57.1pp |
| Annual return | 37.87% | 78.44%-40.6pp | 64.19%-26.3pp | 478.82%-440.9pp |
| Employer contribution / active EE | $821 | $5,316-84.6% | $4,412-81.4% | $4,839-83.0% |
| Participant deferral / active EE | $6,500 | $7,002-7.2% | $6,174+5.3% | $6,342+2.5% |
| Admin fee / account holder | $5 | $11,877-100.0% | $9,806-99.9% | $12,315-100.0% |