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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 | $629,090 | $157,304+299.9% | $141,197+345.5% | $152,909+311.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 37.45% | 64.34%-26.9pp | 71.41%-34.0pp | 345.46%-308.0pp |
| Employer contribution / active EE | $13,169 | $5,263+150.2% | $4,736+178.1% | $4,764+176.4% |
| Participant deferral / active EE | $9,537 | $7,111+34.1% | $6,710+42.1% | $5,851+63.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |