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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 | $1,544,154 | $102,663+1404.1% | $86,216+1691.0% | $139,466+1007.2% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.0%-33.2pp | 80.3%-44.6pp |
| Annual return | 13.23% | 1924.52%-1911.3pp | 1169.42%-1156.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $1,532 | $3,035-49.5% | $2,382-35.7% | $4,754-67.8% |
| Participant deferral / active EE | $6,783 | $4,677+45.0% | $3,986+70.2% | $6,712+1.1% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |