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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 | $294,907 | $125,190+135.6% | $105,624+179.2% | $145,897+102.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 16.77% | 225.22%-208.5pp | 116.20%-99.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $35,218 | $3,720+846.6% | $3,168+1011.8% | $4,663+655.3% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |