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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 | $328,016 | $201,344+62.9% | $184,243+78.0% | $145,877+124.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.61% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $4,946 | $7,022-29.6% | $6,427-23.0% | $4,663+6.1% |
| Participant deferral / active EE | $12,683 | $9,807+29.3% | $9,132+38.9% | $6,691+89.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |