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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 | $759,234 | $90,607+737.9% | $79,467+855.4% | $135,380+460.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 7.23% | 977.74%-970.5pp | 718.30%-711.1pp | 519.81%-512.6pp |
| Employer contribution / active EE | $6,354 | $3,068+107.1% | $2,800+126.9% | $4,779+33.0% |
| Participant deferral / active EE | $11,650 | $4,050+187.6% | $3,704+214.5% | $5,609+107.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |