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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 | $72,446+674.9% | $67,561+730.9% | $145,877+284.8% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 24.15% | 7211.98%-7187.8pp | 3525.44%-3501.3pp | 551.28%-527.1pp |
| Employer contribution / active EE | $30,667 | $3,072+898.2% | $2,735+1021.4% | $4,663+557.7% |
| Participant deferral / active EE | $15,333 | $4,785+220.5% | $4,003+283.0% | $6,691+129.2% |
| Admin fee / account holder | $168 | $5,541-97.0% | $4,006-95.8% | $13,402-98.8% |