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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 | $1,107,152 | $226,105+389.7% | $182,540+506.5% | $152,897+624.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 13.65% | 192.58%-178.9pp | 148.58%-134.9pp | 345.43%-331.8pp |
| Employer contribution / active EE | $16,659 | $4,978+234.6% | $4,076+308.7% | $4,764+249.7% |
| Participant deferral / active EE | $16,659 | $6,370+161.5% | $5,525+201.5% | $5,851+184.7% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |