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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 | $1,124,823 | $227,399+394.6% | $189,758+492.8% | $198,609+466.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 6.38% | 61.03%-54.6pp | 52.62%-46.2pp | 202.70%-196.3pp |
| Employer contribution / active EE | $3,060 | $5,526-44.6% | $4,767-35.8% | $5,055-39.5% |
| Participant deferral / active EE | $13,625 | $6,837+99.3% | $5,856+132.7% | $6,977+95.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |