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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 | $544,997 | $96,361+465.6% | $80,607+576.1% | $139,456+290.8% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 13.74% | 1350.95%-1337.2pp | 936.11%-922.4pp | 373.45%-359.7pp |
| Employer contribution / active EE | $1,634 | $3,262-49.9% | $2,724-40.0% | $4,753-65.6% |
| Participant deferral / active EE | $7,500 | $5,232+43.4% | $4,448+68.6% | $6,711+11.8% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |