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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 | $818,598 | $185,883+340.4% | $170,043+381.4% | $139,466+487.0% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 44.50% | 60.54%-16.0pp | 53.40%-8.9pp | 373.66%-329.2pp |
| Employer contribution / active EE | $8,800 | $7,596+15.8% | $6,790+29.6% | $4,754+85.1% |
| Participant deferral / active EE | $10,000 | $11,626-14.0% | $10,410-3.9% | $6,712+49.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |