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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 | $1,661,142 | $183,592+804.8% | $155,567+967.8% | $145,959+1038.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 27.27% | 61.24%-34.0pp | 64.74%-37.5pp | 561.95%-534.7pp |
| Employer contribution / active EE | $2,592 | $5,315-51.2% | $4,674-44.5% | $4,661-44.4% |
| Participant deferral / active EE | $19,000 | $6,464+193.9% | $5,628+237.6% | $6,689+184.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |