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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 | $520,441 | $183,516+183.6% | $155,534+234.6% | $145,884+256.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 19.59% | 61.43%-41.8pp | 64.92%-45.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $1,144 | $5,315-78.5% | $4,675-75.5% | $4,662-75.5% |
| Participant deferral / active EE | $6,280 | $6,467-2.9% | $5,630+11.5% | $6,690-6.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |