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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 | $462,780 | $202,463+128.6% | $169,397+173.2% | $139,487+231.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 14.44% | 532.64%-518.2pp | 406.23%-391.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $3,379 | $4,694-28.0% | $4,013-15.8% | $4,755-28.9% |
| Participant deferral / active EE | $5,306 | $6,941-23.6% | $6,223-14.7% | $6,713-21.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |