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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 | $363,886 | $111,878+225.3% | $93,727+288.2% | $145,897+149.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 14.11% | 204.28%-190.2pp | 133.83%-119.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,105 | $3,092+0.4% | $2,421+28.2% | $4,663-33.4% |
| Participant deferral / active EE | $3,780 | $4,920-23.2% | $4,417-14.4% | $6,689-43.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |