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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 | $267,801 | $185,905+44.1% | $170,057+57.5% | $139,487+92.0% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 22.31% | 60.56%-38.3pp | 53.42%-31.1pp | 373.84%-351.5pp |
| Employer contribution / active EE | $4,305 | $7,597-43.3% | $6,790-36.6% | $4,755-9.5% |
| Participant deferral / active EE | $10,376 | $11,627-10.8% | $10,411-0.3% | $6,713+54.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |