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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 | $637,114 | $111,878+469.5% | $93,727+579.8% | $145,897+336.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 14.00% | 204.28%-190.3pp | 133.83%-119.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $26,667 | $3,092+762.4% | $2,421+1001.3% | $4,663+471.9% |
| Participant deferral / active EE | $17,833 | $4,920+262.4% | $4,417+303.7% | $6,689+166.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |