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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 | $209,336+58.7% | $197,124+68.5% | $137,256+142.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.30% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $17,318 | $6,591+162.8% | $6,227+178.1% | $4,156+316.7% |
| Participant deferral / active EE | $7,725 | $9,614-19.6% | $9,135-15.4% | $6,407+20.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |