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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 | $275,457 | $150,197+83.4% | $120,368+128.8% | $145,959+88.7% |
| Participation rate | 45.8% | 78.8%-32.9pp | 71.9%-26.1pp | 80.3%-34.5pp |
| Annual return | 15.97% | 154.26%-138.3pp | 107.26%-91.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $3,378 | $4,350-22.4% | $3,465-2.5% | $4,661-27.5% |
| Participant deferral / active EE | $2,452 | $6,174-60.3% | $4,991-50.9% | $6,689-63.3% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |