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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 | $610,536 | $201,264+203.4% | $184,185+231.5% | $145,978+318.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 256.52% | 29.00%+227.5pp | 28.81%+227.7pp | 550.52%-294.0pp |
| Employer contribution / active EE | $7,681 | $7,021+9.4% | $6,426+19.5% | $4,662+64.8% |
| Participant deferral / active EE | $15,525 | $9,806+58.3% | $9,132+70.0% | $6,690+132.1% |
| Admin fee / account holder | $25 | $16,376-99.8% | $13,909-99.8% | $13,400-99.8% |