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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 | $306,395 | $88,815+245.0% | $81,882+274.2% | $145,897+110.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.61% | 1033.75%-1024.1pp | 779.47%-769.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $10,542 | $3,086+241.6% | $2,916+261.5% | $4,663+126.1% |
| Participant deferral / active EE | $14,614 | $4,647+214.5% | $4,323+238.0% | $6,689+118.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |