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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 | $272,584 | $150,412+81.2% | $120,574+126.1% | $145,884+86.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 14.95% | 154.50%-139.5pp | 107.42%-92.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $23,000 | $4,355+428.2% | $3,471+562.7% | $4,662+393.3% |
| Participant deferral / active EE | $11,500 | $6,175+86.2% | $4,996+130.2% | $6,690+71.9% |
| Admin fee / account holder | $20 | $12,224-99.8% | $9,445-99.8% | $13,392-99.9% |