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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 | $265,433 | $162,136+63.7% | $152,301+74.3% | $154,746+71.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 23.20% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $3,625 | $4,890-25.9% | $4,624-21.6% | $4,379-17.2% |
| Participant deferral / active EE | $6,200 | $8,341-25.7% | $8,004-22.5% | $6,730-7.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |