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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 | $268,119 | $202,463+32.4% | $169,397+58.3% | $139,487+92.2% |
| Participation rate | 29.4% | 81.1%-51.7pp | 77.2%-47.8pp | 80.3%-50.9pp |
| Annual return | 22.12% | 532.64%-510.5pp | 406.23%-384.1pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,250 | $4,694-73.4% | $4,013-68.9% | $4,755-73.7% |
| Participant deferral / active EE | $6,943 | $6,9410% | $6,223+11.6% | $6,713+3.4% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |