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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 | $707,979 | $102,696+589.4% | $86,235+721.0% | $139,487+407.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 21.44% | 1925.91%-1904.5pp | 1170.03%-1148.6pp | 373.84%-352.4pp |
| Employer contribution / active EE | $4,075 | $3,034+34.3% | $2,381+71.1% | $4,755-14.3% |
| Participant deferral / active EE | $9,000 | $4,679+92.3% | $3,987+125.7% | $6,713+34.1% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |