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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 | $111,814+469.8% | $93,654+580.3% | $145,959+336.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.00% | 203.30%-189.3pp | 133.34%-119.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $26,667 | $3,092+762.6% | $2,421+1001.5% | $4,661+472.1% |
| Participant deferral / active EE | $17,833 | $4,914+262.9% | $4,413+304.1% | $6,689+166.6% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |