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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 | $353,940 | $148,623+138.1% | $135,974+160.3% | $139,466+153.8% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.2pp |
| Annual return | 12.41% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,574 | $5,246-70.0% | $4,859-67.6% | $4,754-66.9% |
| Participant deferral / active EE | $5,455 | $8,103-32.7% | $7,760-29.7% | $6,712-18.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |