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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 | $107,809+308.9% | $97,032+354.3% | $155,188+184.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 24.54% | 38.06%-13.5pp | 35.38%-10.8pp | 148.84%-124.3pp |
| Employer contribution / active EE | $15,250 | $2,911+423.9% | $2,629+480.1% | $4,248+259.0% |
| Participant deferral / active EE | $23,750 | $5,129+363.0% | $4,672+408.3% | $6,531+263.6% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |