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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 | $291,860 | $183,539+59.0% | $155,556+87.6% | $145,897+100.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 22.83% | 61.31%-38.5pp | 64.84%-42.0pp | 552.29%-529.5pp |
| Employer contribution / active EE | $1,084 | $5,315-79.6% | $4,675-76.8% | $4,663-76.8% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,631+2.1% | $6,689-14.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |