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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 | $329,013 | $166,268+97.9% | $165,100+99.3% | $145,897+125.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 17.34% | 100.52%-83.2pp | 70.21%-52.9pp | 552.29%-534.9pp |
| Employer contribution / active EE | $5,940 | $5,284+12.4% | $4,348+36.6% | $4,663+27.4% |
| Participant deferral / active EE | $17,833 | $6,964+156.1% | $6,035+195.5% | $6,689+166.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |