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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 | $440,850 | $97,125+353.9% | $86,233+411.2% | $137,256+221.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 24.54% | 74.19%-49.6pp | 61.39%-36.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $15,250 | $2,841+436.7% | $2,504+508.9% | $4,156+266.9% |
| Participant deferral / active EE | $23,750 | $5,180+358.5% | $4,559+420.9% | $6,407+270.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |