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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 | $864,556 | $174,379+395.8% | $152,093+468.4% | $138,895+522.5% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 14.98% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $8,333 | $4,652+79.1% | $4,175+99.6% | $4,194+98.7% |
| Participant deferral / active EE | $15,000 | $6,159+143.5% | $5,451+175.2% | $6,396+134.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |