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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 | $277,864 | $107,941+157.4% | $91,994+202.0% | $152,909+81.7% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 22.41% | 89.28%-66.9pp | 69.04%-46.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $4,773 | $4,212+13.3% | $3,453+38.2% | $4,764+0.2% |
| Participant deferral / active EE | $15,933 | $6,366+150.3% | $5,924+169.0% | $5,851+172.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |