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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 | $459,447 | $183,539+150.3% | $155,556+195.4% | $145,897+214.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 20.29% | 61.31%-41.0pp | 64.84%-44.5pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,388 | $5,315-55.1% | $4,675-48.9% | $4,663-48.8% |
| Participant deferral / active EE | $6,417 | $6,467-0.8% | $5,631+14.0% | $6,689-4.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |