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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 | $790,714 | $147,556+435.9% | $129,031+512.8% | $198,609+298.1% |
| Participation rate | 12.5% | 77.2%-64.7pp | 73.4%-60.9pp | 82.4%-69.9pp |
| Annual return | 17.93% | 37.41%-19.5pp | 34.67%-16.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $787 | $3,645-78.4% | $3,226-75.6% | $5,055-84.4% |
| Participant deferral / active EE | $3,875 | $5,760-32.7% | $5,217-25.7% | $6,977-44.5% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |