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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 | $181,062+283.1% | $158,223+338.3% | $155,188+346.9% |
| Participation rate | 53.8% | 82.7%-28.8pp | 79.2%-25.4pp | 80.8%-27.0pp |
| Annual return | 23.53% | 57.39%-33.9pp | 52.09%-28.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $2,760 | $4,565-39.5% | $4,109-32.8% | $4,248-35.0% |
| Participant deferral / active EE | $6,906 | $6,134+12.6% | $5,467+26.3% | $6,531+5.7% |
| Admin fee / account holder | $134 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |