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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 | $977,770 | $124,980+682.3% | $108,359+802.3% | $154,746+531.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 16.83% | 45.00%-28.2pp | 36.89%-20.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,378 | $2,851+18.5% | $2,399+40.8% | $4,379-22.9% |
| Participant deferral / active EE | $31,000 | $4,743+553.6% | $4,137+649.3% | $6,730+360.6% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |