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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 | $617,518 | $197,637+212.5% | $177,848+247.2% | $158,982+288.4% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 29.70% | 58.77%-29.1pp | 48.33%-18.6pp | 302.99%-273.3pp |
| Employer contribution / active EE | $9,650 | $6,698+44.1% | $5,919+63.0% | $4,763+102.6% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,983+8.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |