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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 | $397,030 | $103,392+284.0% | $87,104+355.8% | $152,897+159.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 31.50% | 28.10%+3.4pp | 28.19%+3.3pp | 345.43%-313.9pp |
| Employer contribution / active EE | $4,110 | $3,221+27.6% | $2,521+63.0% | $4,764-13.7% |
| Participant deferral / active EE | $8,755 | $4,778+83.2% | $4,048+116.3% | $5,851+49.6% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |