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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 | $1,528,325 | $183,592+732.5% | $155,574+882.4% | $145,877+947.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.34% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,704 | $5,317-67.9% | $4,676-63.5% | $4,663-63.4% |
| Participant deferral / active EE | $20,000 | $6,466+209.3% | $5,629+255.3% | $6,691+198.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |