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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 | $665,959 | $176,077+278.2% | $159,455+317.6% | $167,518+297.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.82% | 331.83%-316.0pp | 263.63%-247.8pp | 478.71%-462.9pp |
| Employer contribution / active EE | $5,633 | $5,298+6.3% | $4,830+16.6% | $4,838+16.4% |
| Participant deferral / active EE | $8,500 | $7,751+9.7% | $7,353+15.6% | $6,342+34.0% |
| Admin fee / account holder | $60 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |