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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 | $332,124 | $223,823+48.4% | $211,142+57.3% | $154,746+114.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 22.30% | 50.39%-28.1pp | 46.84%-24.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $17,318 | $6,787+155.2% | $6,442+168.8% | $4,379+295.5% |
| Participant deferral / active EE | $7,725 | $9,750-20.8% | $9,284-16.8% | $6,730+14.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |