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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 | $1,390,311 | $210,698+559.9% | $178,014+681.0% | $145,959+852.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.16% | 386.27%-376.1pp | 294.80%-284.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $10,833 | $4,567+137.2% | $3,950+174.3% | $4,661+132.4% |
| Participant deferral / active EE | $10,033 | $6,958+44.2% | $6,276+59.9% | $6,689+50.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |