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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 | $732,132 | $72,426+910.9% | $67,560+983.7% | $145,897+401.8% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 14.90% | 7226.78%-7211.9pp | 3533.50%-3518.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,342 | $3,074+8.7% | $2,737+22.1% | $4,663-28.3% |
| Participant deferral / active EE | $13,762 | $4,785+187.6% | $4,004+243.7% | $6,689+105.7% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |