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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 | $989,563 | $183,592+439.0% | $155,574+536.1% | $145,877+578.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 63.32% | 61.37%+2.0pp | 64.87%-1.5pp | 551.28%-488.0pp |
| Employer contribution / active EE | $5,250 | $5,317-1.3% | $4,676+12.3% | $4,663+12.6% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |