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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 | $306,402 | $185,883+64.8% | $170,043+80.2% | $139,466+119.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 40.25% | 60.54%-20.3pp | 53.40%-13.2pp | 373.66%-333.4pp |
| Employer contribution / active EE | $4,489 | $7,596-40.9% | $6,790-33.9% | $4,754-5.6% |
| Participant deferral / active EE | $7,500 | $11,626-35.5% | $10,410-28.0% | $6,712+11.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |