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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 | $464,780 | $201,372+130.8% | $184,260+152.2% | $145,884+218.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 31.27% | 29.04%+2.2pp | 28.84%+2.4pp | 551.85%-520.6pp |
| Employer contribution / active EE | $15,280 | $7,024+117.6% | $6,427+137.7% | $4,662+227.7% |
| Participant deferral / active EE | $17,550 | $9,808+78.9% | $9,133+92.2% | $6,690+162.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |