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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 | $132,634+422.8% | $115,768+498.9% | $137,256+405.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 23.82% | 160.70%-136.9pp | 100.46%-76.6pp | 220.34%-196.5pp |
| Employer contribution / active EE | $5,041 | $3,360+50.0% | $2,940+71.5% | $4,156+21.3% |
| Participant deferral / active EE | $9,141 | $5,619+62.7% | $4,917+85.9% | $6,407+42.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |