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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 | $310,211 | $109,359+183.7% | $162,185+91.3% | $72,976+325.1% |
| Participation rate | 66.7% | 84.3%-17.6pp | 87.6%-20.9pp | 69.5%-2.8pp |
| Annual return | 24.25% | 25.46%-1.2pp | 115.61%-91.4pp | 81.02%-56.8pp |
| Employer contribution / active EE | $20,233 | $3,907+417.8% | $5,613+260.5% | $2,440+729.2% |
| Participant deferral / active EE | $12,089 | $5,481+120.6% | $7,297+65.7% | $3,608+235.1% |
| Admin fee / account holder | $5 | $7,972-99.9% | $10,844-100.0% | $5,124-99.9% |