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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 | $330,946 | $148,629+122.7% | $135,982+143.4% | $139,487+137.3% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 26.23% | 79.33%-53.1pp | 68.32%-42.1pp | 373.84%-347.6pp |
| Employer contribution / active EE | $2,970 | $5,247-43.4% | $4,859-38.9% | $4,755-37.5% |
| Participant deferral / active EE | $7,522 | $8,102-7.2% | $7,760-3.1% | $6,713+12.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |