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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 | $451,991 | $111,878+304.0% | $93,727+382.2% | $145,897+209.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 11.30% | 204.28%-193.0pp | 133.83%-122.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,200 | $3,092-61.2% | $2,421-50.4% | $4,663-74.3% |
| Participant deferral / active EE | $16,664 | $4,920+238.7% | $4,417+277.3% | $6,689+149.1% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |