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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 | $2,047,584 | $175,231+1068.5% | $149,696+1267.8% | $139,466+1368.2% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 27.74% | 166.77%-139.0pp | 134.46%-106.7pp | 373.66%-345.9pp |
| Employer contribution / active EE | $16,230 | $5,478+196.3% | $4,821+236.7% | $4,754+241.4% |
| Participant deferral / active EE | $20,000 | $6,521+206.7% | $5,682+252.0% | $6,712+198.0% |
| Admin fee / account holder | $219 | $16,155-98.6% | $13,212-98.3% | $11,409-98.1% |