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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 | $150,412+83.1% | $120,574+128.5% | $145,884+88.8% |
| Participation rate | 45.8% | 78.8%-33.0pp | 71.9%-26.1pp | 80.3%-34.5pp |
| Annual return | 15.97% | 154.50%-138.5pp | 107.42%-91.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,378 | $4,355-22.4% | $3,471-2.7% | $4,662-27.5% |
| Participant deferral / active EE | $2,452 | $6,175-60.3% | $4,996-50.9% | $6,690-63.3% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |