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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 | $693,566 | $174,379+297.7% | $152,093+356.0% | $138,895+399.3% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 23.53% | 74.86%-51.3pp | 66.36%-42.8pp | 145.39%-121.9pp |
| Employer contribution / active EE | $2,760 | $4,652-40.7% | $4,175-33.9% | $4,194-34.2% |
| Participant deferral / active EE | $6,906 | $6,159+12.1% | $5,451+26.7% | $6,396+8.0% |
| Admin fee / account holder | $134 | $16,880-99.2% | $14,497-99.1% | $12,562-98.9% |