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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 | $592,447 | $72,465+717.6% | $67,575+776.7% | $145,884+306.1% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 10.40% | 7222.56%-7212.2pp | 3528.98%-3518.6pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,836 | $3,074+24.8% | $2,736+40.2% | $4,662-17.7% |
| Participant deferral / active EE | $18,000 | $4,786+276.1% | $4,003+349.6% | $6,690+169.1% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |