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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 | $446,214 | $104,577+326.7% | $76,667+482.0% | $152,909+191.8% |
| Participation rate | 65.0% | 76.6%-11.6pp | 72.1%-7.1pp | 82.5%-17.5pp |
| Annual return | 23.44% | 1014.36%-990.9pp | 1166.74%-1143.3pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,652 | $3,119-15.0% | $2,303+15.1% | $4,764-44.3% |
| Participant deferral / active EE | $5,755 | $4,237+35.8% | $3,336+72.5% | $5,851-1.6% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |