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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 | $747,053 | $154,193+384.5% | $130,045+474.5% | $139,466+435.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 14.83% | 32.51%-17.7pp | -137.30%+152.1pp | 373.66%-358.8pp |
| Employer contribution / active EE | $12,118 | $5,292+129.0% | $4,321+180.4% | $4,754+154.9% |
| Participant deferral / active EE | $13,495 | $6,709+101.2% | $5,820+131.9% | $6,712+101.1% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |