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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 | $258,770 | $157,829+64.0% | $136,867+89.1% | $198,609+30.3% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 13.87% | 51.25%-37.4pp | 42.97%-29.1pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,887 | $3,923-0.9% | $3,547+9.6% | $5,055-23.1% |
| Participant deferral / active EE | $8,507 | $5,463+55.7% | $4,924+72.8% | $6,977+21.9% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |