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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 | $561,369 | $72,426+675.1% | $67,560+730.9% | $145,897+284.8% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 24.15% | 7226.78%-7202.6pp | 3533.50%-3509.4pp | 552.29%-528.1pp |
| Employer contribution / active EE | $30,667 | $3,074+897.5% | $2,737+1020.6% | $4,663+557.7% |
| Participant deferral / active EE | $15,333 | $4,785+220.4% | $4,004+282.9% | $6,689+129.2% |
| Admin fee / account holder | $168 | $5,514-97.0% | $3,994-95.8% | $13,390-98.7% |