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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 | $577,944 | $183,539+214.9% | $155,556+271.5% | $145,897+296.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.09% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,133 | $6,467+164.9% | $5,631+204.3% | $6,689+156.1% |
| Admin fee / account holder | $110 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |