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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 | $436,348 | $172,111+153.5% | $150,298+190.3% | $137,256+217.9% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 13.44% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $9,154 | $4,636+97.5% | $4,154+120.4% | $4,156+120.3% |
| Participant deferral / active EE | $8,493 | $6,166+37.7% | $5,453+55.8% | $6,407+32.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |