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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 | $904,446 | $138,114+554.9% | $125,391+621.3% | $134,545+572.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | 1.49% | 750.88%-749.4pp | 572.41%-570.9pp | 418.37%-416.9pp |
| Employer contribution / active EE | $7,467 | $5,246+42.3% | $4,816+55.0% | $4,742+57.5% |
| Participant deferral / active EE | $24,667 | $7,801+216.2% | $7,448+231.2% | $6,401+285.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |