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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 | $325,524 | $165,361+96.9% | $149,715+117.4% | $158,950+104.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.69% | 348.24%-335.5pp | 276.66%-264.0pp | 302.91%-290.2pp |
| Employer contribution / active EE | $2,465 | $5,103-51.7% | $4,645-46.9% | $4,762-48.2% |
| Participant deferral / active EE | $10,830 | $7,182+50.8% | $6,842+58.3% | $5,983+81.0% |
| Admin fee / account holder | $4 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |