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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 | $512,314 | $156,398+227.6% | $147,318+247.8% | $138,895+268.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.79% | 78.75%-62.0pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $11,625 | $4,853+139.5% | $4,593+153.1% | $4,194+177.2% |
| Participant deferral / active EE | $5,875 | $8,237-28.7% | $7,906-25.7% | $6,396-8.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |