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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 | $682,075 | $159,934+326.5% | $147,005+364.0% | $145,959+367.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.25% | 98.24%-78.0pp | 418.76%-398.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $2,400 | $5,287-54.6% | $4,934-51.4% | $4,661-48.5% |
| Participant deferral / active EE | $32,100 | $8,427+280.9% | $8,070+297.8% | $6,689+379.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |