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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 | $693,387 | $139,948+395.5% | $121,663+469.9% | $154,746+348.1% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.5%-34.5pp | 80.7%-40.7pp |
| Annual return | 23.82% | 230.52%-206.7pp | 147.54%-123.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $5,041 | $3,521+43.2% | $3,020+66.9% | $4,379+15.1% |
| Participant deferral / active EE | $9,141 | $5,629+62.4% | $4,887+87.1% | $6,730+35.8% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |