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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 | $729,256 | $135,956+436.4% | $123,894+488.6% | $273,972+166.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.65% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $23,333 | $5,170+351.3% | $4,617+405.4% | $4,869+379.2% |
| Participant deferral / active EE | $14,000 | $6,343+120.7% | $5,984+134.0% | $5,287+164.8% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |