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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 | $478,173 | $211,239+126.4% | $178,528+167.8% | $145,877+227.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.81% | 30.22%-14.4pp | 27.11%-11.3pp | 551.28%-535.5pp |
| Employer contribution / active EE | $8,305 | $4,570+81.7% | $3,950+110.2% | $4,663+78.1% |
| Participant deferral / active EE | $5,083 | $6,963-27.0% | $6,278-19.0% | $6,691-24.0% |
| Admin fee / account holder | $44 | $12,095-99.6% | $10,419-99.6% | $13,402-99.7% |