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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 | $1,603,790 | $185,312+765.5% | $161,489+893.1% | $154,746+936.4% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 11.60% | 103.84%-92.2pp | 89.72%-78.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,937 | $4,769-38.4% | $4,268-31.2% | $4,379-32.9% |
| Participant deferral / active EE | $12,646 | $6,350+99.2% | $5,630+124.6% | $6,730+87.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |