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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 | $326,828 | $162,136+101.6% | $152,301+114.6% | $154,746+111.2% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 12.83% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,544 | $4,890-68.4% | $4,624-66.6% | $4,379-64.7% |
| Participant deferral / active EE | $5,792 | $8,341-30.6% | $8,004-27.6% | $6,730-13.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |