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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 | $966,038 | $157,304+514.1% | $141,197+584.2% | $152,909+531.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.24% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,044 | $5,263-61.2% | $4,736-56.8% | $4,764-57.1% |
| Participant deferral / active EE | $12,750 | $7,111+79.3% | $6,710+90.0% | $5,851+117.9% |
| Admin fee / account holder | $63 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |