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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 | $715,051 | $227,399+214.4% | $189,758+276.8% | $198,609+260.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 15.55% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $12,848 | $5,526+132.5% | $4,767+169.6% | $5,055+154.2% |
| Participant deferral / active EE | $13,625 | $6,837+99.3% | $5,856+132.7% | $6,977+95.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |