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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 | $802,639 | $140,592+470.9% | $123,105+552.0% | $125,389+540.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 2.26% | 16.80%-14.5pp | 13.22%-11.0pp | 282.24%-280.0pp |
| Employer contribution / active EE | $19,531 | $6,041+223.3% | $5,151+279.2% | $4,866+301.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |