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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 | $317,438 | $135,956+133.5% | $123,894+156.2% | $273,972+15.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.80% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,937 | $5,170-62.5% | $4,617-58.1% | $4,869-60.2% |
| Participant deferral / active EE | $15,014 | $6,343+136.7% | $5,984+150.9% | $5,287+184.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |