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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 | $444,476 | $166,268+167.3% | $165,100+169.2% | $145,897+204.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.12% | 100.52%-91.4pp | 70.21%-61.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $5,400 | $5,284+2.2% | $4,348+24.2% | $4,663+15.8% |
| Participant deferral / active EE | $20,333 | $6,964+192.0% | $6,035+236.9% | $6,689+204.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |