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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 | $499,562 | $107,368+365.3% | $92,915+437.7% | $152,909+226.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.03% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,645 | $4,222-61.0% | $3,653-55.0% | $4,764-65.5% |
| Participant deferral / active EE | $10,764 | $4,848+122.0% | $4,238+154.0% | $5,851+84.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |