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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 | $530,977 | $198,457+167.6% | $170,435+211.5% | $147,586+259.8% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 10.65% | 257.30%-246.7pp | 205.94%-195.3pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,332 | $6,183-78.5% | $5,432-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $7,830 | $5,629+39.1% | $4,939+58.5% | $5,439+44.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |