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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 | $329,529 | $148,623+121.7% | $135,974+142.3% | $139,466+136.3% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 21.84% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $48,365 | $5,246+821.9% | $4,859+895.4% | $4,754+917.4% |
| Participant deferral / active EE | $24,013 | $8,103+196.4% | $7,760+209.4% | $6,712+257.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |