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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 | $1,173,041 | $217,432+439.5% | $185,849+531.2% | $167,536+600.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.04% | 148.42%-131.4pp | 122.10%-105.1pp | 478.82%-461.8pp |
| Employer contribution / active EE | $14,790 | $5,875+151.8% | $5,169+186.2% | $4,839+205.6% |
| Participant deferral / active EE | $15,167 | $6,357+138.6% | $5,569+172.4% | $6,342+139.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |