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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 | $172,111+303.0% | $150,298+361.5% | $137,256+405.3% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 23.53% | 69.37%-45.8pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,760 | $4,636-40.5% | $4,154-33.6% | $4,156-33.6% |
| Participant deferral / active EE | $6,906 | $6,166+12.0% | $5,453+26.7% | $6,407+7.8% |
| Admin fee / account holder | $134 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |