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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 | $679,482 | $183,592+270.1% | $155,567+336.8% | $145,959+365.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.55% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $10,839 | $5,315+103.9% | $4,674+131.9% | $4,661+132.5% |
| Participant deferral / active EE | $12,720 | $6,464+96.8% | $5,628+126.0% | $6,689+90.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |