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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 | $413,910 | $111,814+270.2% | $103,374+300.4% | $145,959+183.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.06% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $7,274 | $4,214+72.6% | $3,869+88.0% | $4,661+56.1% |
| Participant deferral / active EE | $23,398 | $5,618+316.5% | $5,058+362.6% | $6,689+249.8% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |