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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 | $367,717 | $183,516+100.4% | $155,534+136.4% | $145,884+152.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.46% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,043 | $5,315-42.7% | $4,675-34.9% | $4,662-34.7% |
| Participant deferral / active EE | $5,698 | $6,467-11.9% | $5,630+1.2% | $6,690-14.8% |
| Admin fee / account holder | $208 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |