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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 | $72,465+910.3% | $67,575+983.4% | $145,884+401.9% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.90% | 7222.56%-7207.7pp | 3528.98%-3514.1pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,342 | $3,074+8.7% | $2,736+22.2% | $4,662-28.3% |
| Participant deferral / active EE | $13,762 | $4,786+187.6% | $4,003+243.7% | $6,690+105.7% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |