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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 | $584,462 | $209,874+178.5% | $189,537+208.4% | $167,536+248.9% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 16.25% | 748.61%-732.4pp | 555.34%-539.1pp | 478.82%-462.6pp |
| Employer contribution / active EE | $4,800 | $6,913-30.6% | $6,161-22.1% | $4,839-0.8% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.2% | $6,342+105.0% |
| Admin fee / account holder | -$335 | $14,299-102.3% | $12,048-102.8% | $12,315-102.7% |