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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 | $678,793 | $211,105+221.5% | $178,449+280.4% | $145,978+365.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.71% | 30.19%-14.5pp | 27.09%-11.4pp | 550.52%-534.8pp |
| Employer contribution / active EE | $10,000 | $4,569+118.9% | $3,951+153.1% | $4,662+114.5% |
| Participant deferral / active EE | $10,167 | $6,959+46.1% | $6,277+62.0% | $6,690+52.0% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |