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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 | $199,109+322.7% | $173,730+384.4% | $154,746+443.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 14.54% | 20.02%-5.5pp | 19.96%-5.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $15,255 | $5,311+187.2% | $4,577+233.3% | $4,379+248.4% |
| Participant deferral / active EE | $17,100 | $7,113+140.4% | $6,326+170.3% | $6,730+154.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |