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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 | $498,786 | $117,846+323.3% | $102,434+386.9% | $145,884+241.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 17.27% | 31.90%-14.6pp | 29.46%-12.2pp | 551.85%-534.6pp |
| Employer contribution / active EE | $3,749 | $3,615+3.7% | $3,023+24.0% | $4,662-19.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |