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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 | $1,726,854 | $108,922+1485.4% | $100,398+1620.0% | $145,978+1083.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.51% | 58.04%-41.5pp | 49.32%-32.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $3,661 | $4,426-17.3% | $3,946-7.2% | $4,662-21.5% |
| Participant deferral / active EE | $15,250 | $8,450+80.5% | $8,084+88.6% | $6,690+128.0% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |