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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 | $1,006,014 | $172,111+484.5% | $150,298+569.3% | $137,256+632.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 22.99% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $16,989 | $4,636+266.4% | $4,154+309.0% | $4,156+308.8% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |