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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 | $111,878+203.3% | $93,727+262.1% | $145,897+132.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.87% | 204.28%-194.4pp | 133.83%-124.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,999 | $3,092-35.3% | $2,421-17.4% | $4,663-57.1% |
| Participant deferral / active EE | $6,107 | $4,920+24.1% | $4,417+38.3% | $6,689-8.7% |
| Admin fee / account holder | $57 | $10,256-99.4% | $8,292-99.3% | $13,390-99.6% |