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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 | $253,020 | $157,304+60.8% | $141,197+79.2% | $152,909+65.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.19% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $10,000 | $5,263+90.0% | $4,736+111.1% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $130 | $12,126-98.9% | $10,265-98.7% | $11,601-98.9% |