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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 | $309,188 | $123,412+150.5% | $69,460+345.1% | $145,978+111.8% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 16.60% | 191.25%-174.7pp | 100.80%-84.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $6,042 | $2,684+125.2% | $1,714+252.5% | $4,662+29.6% |
| Participant deferral / active EE | $17,284 | $4,240+307.7% | $2,890+498.1% | $6,690+158.4% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |