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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 | $446,373 | $201,370+121.7% | $184,256+142.3% | $145,897+205.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.83% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,669 | $7,024-47.8% | $6,427-42.9% | $4,663-21.3% |
| Participant deferral / active EE | $20,333 | $9,808+107.3% | $9,133+122.6% | $6,689+204.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |