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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 | $392,360 | $165,399+137.2% | $149,745+162.0% | $158,982+146.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.57% | 348.34%-334.8pp | 276.72%-263.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,583 | $5,105-69.0% | $4,646-65.9% | $4,763-66.8% |
| Participant deferral / active EE | $12,500 | $7,183+74.0% | $6,843+82.7% | $5,983+108.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |