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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 | $499,558 | $201,264+148.2% | $184,185+171.2% | $145,978+242.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.77% | 29.00%-13.2pp | 28.81%-13.0pp | 550.52%-534.8pp |
| Employer contribution / active EE | $23,000 | $7,021+227.6% | $6,426+257.9% | $4,662+393.4% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,690+71.9% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |