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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 | $250,339 | $197,625+26.7% | $177,840+40.8% | $158,966+57.5% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.7%-26.2pp | 82.0%-20.4pp |
| Annual return | 12.08% | 58.76%-46.7pp | 48.32%-36.2pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,787 | $8,405-19.3% | $7,714-12.0% | $5,983+13.4% |
| Admin fee / account holder | $18 | $15,405-99.9% | $12,431-99.9% | $11,250-99.8% |