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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 | $293,167 | $95,580+206.7% | $76,872+281.4% | $139,466+110.2% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 18.52% | 55.00%-36.5pp | 37.90%-19.4pp | 373.66%-355.1pp |
| Employer contribution / active EE | $3,133 | $3,145-0.4% | $2,533+23.7% | $4,754-34.1% |
| Participant deferral / active EE | $20,000 | $4,623+332.7% | $3,832+421.9% | $6,712+198.0% |
| Admin fee / account holder | $20 | $8,302-99.8% | $5,476-99.6% | $11,409-99.8% |