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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 | $858,746 | $155,555+452.1% | $146,866+484.7% | $155,188+453.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 11.20% | 115.41%-104.2pp | 102.85%-91.7pp | 148.84%-137.6pp |
| Employer contribution / active EE | $15,000 | $4,647+222.8% | $4,425+239.0% | $4,248+253.1% |
| Participant deferral / active EE | $23,500 | $8,044+192.1% | $7,759+202.9% | $6,531+259.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |