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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 | $523,045 | $212,386+146.3% | $199,883+161.7% | $138,895+276.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 12.92% | 47.75%-34.8pp | 43.81%-30.9pp | 145.39%-132.5pp |
| Employer contribution / active EE | $10,500 | $6,625+58.5% | $6,261+67.7% | $4,194+150.3% |
| Participant deferral / active EE | $15,333 | $9,617+59.4% | $9,138+67.8% | $6,396+139.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |