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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 | $166,131+98.0% | $164,975+99.4% | $145,877+125.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 17.34% | 100.37%-83.0pp | 70.12%-52.8pp | 551.28%-533.9pp |
| Employer contribution / active EE | $5,940 | $5,276+12.6% | $4,343+36.8% | $4,663+27.4% |
| Participant deferral / active EE | $17,833 | $6,962+156.2% | $6,033+195.6% | $6,691+166.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |