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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 | $462,577 | $209,422+120.9% | $178,503+159.1% | $158,982+191.0% |
| Participation rate | 41.2% | 86.4%-45.2pp | 81.9%-40.8pp | 82.0%-40.8pp |
| Annual return | 28.22% | 188.81%-160.6pp | 151.12%-122.9pp | 302.99%-274.8pp |
| Employer contribution / active EE | $3,868 | $5,707-32.2% | $5,011-22.8% | $4,763-18.8% |
| Participant deferral / active EE | $5,878 | $5,955-1.3% | $5,202+13.0% | $5,983-1.8% |
| Admin fee / account holder | $24 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |