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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 | $258,286 | $174,379+48.1% | $152,093+69.8% | $138,895+86.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 14.61% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $6,576 | $4,652+41.4% | $4,175+57.5% | $4,194+56.8% |
| Participant deferral / active EE | $6,889 | $6,159+11.8% | $5,451+26.4% | $6,396+7.7% |
| Admin fee / account holder | $87 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |