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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% | $155,574+967.8% | $145,877+1038.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 27.27% | 61.37%-34.1pp | 64.87%-37.6pp | 551.28%-524.0pp |
| Employer contribution / active EE | $2,592 | $5,317-51.2% | $4,676-44.6% | $4,663-44.4% |
| Participant deferral / active EE | $19,000 | $6,466+193.8% | $5,629+237.5% | $6,691+184.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |