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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 | $603,640 | $138,114+337.1% | $125,391+381.4% | $134,545+348.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 3.40% | 750.88%-747.5pp | 572.41%-569.0pp | 418.37%-415.0pp |
| Employer contribution / active EE | $8,333 | $5,246+58.9% | $4,816+73.0% | $4,742+75.8% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |