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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 | $734,515 | $101,063+626.8% | $81,473+801.5% | $147,585+397.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 33.18% | 32.41%+0.8pp | 38.78%-5.6pp | 578.58%-545.4pp |
| Employer contribution / active EE | $1,667 | $3,206-48.0% | $2,568-35.1% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |