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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 | $399,372 | $202,342+97.4% | $172,753+131.2% | $152,909+161.2% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 602.54% | 1029.88%-427.3pp | 803.00%-200.5pp | 345.46%+257.1pp |
| Employer contribution / active EE | $3,200 | $5,857-45.4% | $5,144-37.8% | $4,764-32.8% |
| Participant deferral / active EE | $5,949 | $5,9480% | $5,198+14.5% | $5,851+1.7% |
| Admin fee / account holder | $87 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |