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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 | $348,143 | $254,759+36.7% | $216,567+60.8% | $198,609+75.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 4.54% | 10.04%-5.5pp | 12.94%-8.4pp | 202.70%-198.2pp |
| Employer contribution / active EE | $3,541 | $6,096-41.9% | $5,216-32.1% | $5,055-30.0% |
| Participant deferral / active EE | $16,400 | $6,948+136.0% | $6,191+164.9% | $6,977+135.1% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |