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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 | $401,726 | $185,883+116.1% | $170,043+136.2% | $139,466+188.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 19.01% | 60.54%-41.5pp | 53.40%-34.4pp | 373.66%-354.7pp |
| Employer contribution / active EE | $22,078 | $7,596+190.6% | $6,790+225.2% | $4,754+364.4% |
| Participant deferral / active EE | $12,344 | $11,626+6.2% | $10,410+18.6% | $6,712+83.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |