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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 | $672,239 | $176,786+280.3% | $146,643+358.4% | $167,536+301.3% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 13.88% | 24.04%-10.2pp | 22.75%-8.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $12,278 | $5,161+137.9% | $4,137+196.8% | $4,839+153.7% |
| Participant deferral / active EE | $10,310 | $6,440+60.1% | $5,506+87.2% | $6,342+62.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |