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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 | $1,098,186 | $156,398+602.2% | $147,318+645.5% | $138,895+690.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 44.25% | 78.75%-34.5pp | 70.43%-26.2pp | 145.39%-101.1pp |
| Employer contribution / active EE | $14,000 | $4,853+188.5% | $4,593+204.8% | $4,194+233.8% |
| Participant deferral / active EE | $11,472 | $8,237+39.3% | $7,906+45.1% | $6,396+79.4% |
| Admin fee / account holder | $18 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |