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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 | $924,503 | $110,337+737.9% | $102,383+803.0% | $145,877+533.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.61% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $7,649 | $4,216+81.4% | $3,870+97.6% | $4,663+64.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |