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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 | $490,479 | $159,934+206.7% | $147,005+233.6% | $145,959+236.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.60% | 98.24%-85.6pp | 418.76%-406.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $6,000 | $5,287+13.5% | $4,934+21.6% | $4,661+28.7% |
| Participant deferral / active EE | $9,200 | $8,427+9.2% | $8,070+14.0% | $6,689+37.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |