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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 | $337,459 | $162,812+107.3% | $133,971+151.9% | $158,966+112.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 42.23% | 41.94%+0.3pp | 45.09%-2.9pp | 302.95%-260.7pp |
| Employer contribution / active EE | $25,000 | $4,976+402.4% | $3,919+538.0% | $4,762+424.9% |
| Participant deferral / active EE | $15,167 | $5,910+156.6% | $5,047+200.5% | $5,983+153.5% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |