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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 | $841,594 | $254,759+230.3% | $216,567+288.6% | $198,609+323.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 14.54% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.2pp |
| Employer contribution / active EE | $15,255 | $6,096+150.2% | $5,216+192.5% | $5,055+201.8% |
| Participant deferral / active EE | $17,100 | $6,948+146.1% | $6,191+176.2% | $6,977+145.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |