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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 | $624,183 | $185,883+235.8% | $170,043+267.1% | $139,466+347.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 109.75% | 60.54%+49.2pp | 53.40%+56.3pp | 373.66%-263.9pp |
| Employer contribution / active EE | $4,300 | $7,596-43.4% | $6,790-36.7% | $4,754-9.5% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |