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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 | $682,075 | $160,070+326.1% | $147,117+363.6% | $145,897+367.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.25% | 98.69%-78.4pp | 420.54%-400.3pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,400 | $5,285-54.6% | $4,932-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $32,100 | $8,419+281.3% | $8,065+298.0% | $6,689+379.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |