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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 | $481,809 | $165,381+191.3% | $149,730+221.8% | $158,966+203.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.48% | 348.29%-324.8pp | 276.70%-253.2pp | 302.95%-279.5pp |
| Employer contribution / active EE | $25,000 | $5,104+389.8% | $4,645+438.2% | $4,762+424.9% |
| Participant deferral / active EE | $15,167 | $7,182+111.2% | $6,843+121.6% | $5,983+153.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |