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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 | $339,348 | $111,785+203.6% | $93,669+262.3% | $145,877+132.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.87% | 203.79%-193.9pp | 133.59%-123.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,999 | $3,096-35.4% | $2,424-17.5% | $4,663-57.1% |
| Participant deferral / active EE | $6,107 | $4,919+24.2% | $4,416+38.3% | $6,691-8.7% |
| Admin fee / account holder | $57 | $10,256-99.4% | $8,291-99.3% | $13,402-99.6% |