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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 | $977,849 | $144,130+578.4% | $117,861+729.7% | $147,586+562.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 9.64% | 531.20%-521.6pp | 335.11%-325.5pp | 578.59%-569.0pp |
| Employer contribution / active EE | $3,439 | $4,897-29.8% | $3,786-9.2% | $4,876-29.5% |
| Participant deferral / active EE | $8,168 | $5,316+53.6% | $4,482+82.2% | $5,439+50.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |