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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 | $788,881 | $159,978+393.1% | $147,041+436.5% | $145,978+440.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 30.09% | 98.36%-68.3pp | 419.21%-389.1pp | 550.52%-520.4pp |
| Employer contribution / active EE | $15,333 | $5,288+190.0% | $4,935+210.7% | $4,662+228.9% |
| Participant deferral / active EE | $6,500 | $8,429-22.9% | $8,071-19.5% | $6,690-2.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |