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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 | $1,063,689 | $201,344+428.3% | $184,243+477.3% | $145,877+629.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.68% | 29.01%-18.3pp | 28.82%-18.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $20,333 | $7,022+189.5% | $6,427+216.4% | $4,663+336.1% |
| Participant deferral / active EE | $13,483 | $9,807+37.5% | $9,132+47.6% | $6,691+101.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |