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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 | $677,121 | $183,516+269.0% | $155,534+335.4% | $145,884+364.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.59% | 61.43%-40.8pp | 64.92%-44.3pp | 551.85%-531.3pp |
| Employer contribution / active EE | $16,500 | $5,315+210.5% | $4,675+253.0% | $4,662+253.9% |
| Participant deferral / active EE | $15,500 | $6,467+139.7% | $5,630+175.3% | $6,690+131.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |