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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 | $318,595 | $81,668+290.1% | $58,507+444.5% | $139,487+128.4% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 18.34% | 7430.07%-7411.7pp | 4252.32%-4234.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,341 | $1,398-4.1% | $1,053+27.3% | $4,755-71.8% |
| Participant deferral / active EE | $12,000 | $2,554+369.9% | $1,922+524.3% | $6,713+78.8% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |