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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 | $556,043 | $148,623+274.1% | $135,974+308.9% | $139,466+298.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 74.15% | 79.30%-5.1pp | 68.30%+5.8pp | 373.66%-299.5pp |
| Employer contribution / active EE | $12,429 | $5,246+136.9% | $4,859+155.8% | $4,754+161.4% |
| Participant deferral / active EE | $6,429 | $8,103-20.7% | $7,760-17.2% | $6,712-4.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |