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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 | $502,918 | $157,304+219.7% | $141,197+256.2% | $152,909+228.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 44.65% | 64.34%-19.7pp | 71.41%-26.8pp | 345.46%-300.8pp |
| Employer contribution / active EE | $24,667 | $5,263+368.7% | $4,736+420.8% | $4,764+417.8% |
| Participant deferral / active EE | $14,667 | $7,111+106.3% | $6,710+118.6% | $5,851+150.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |