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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 | $172,111+50.1% | $150,298+71.8% | $137,256+88.2% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 14.61% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,576 | $4,636+41.8% | $4,154+58.3% | $4,156+58.2% |
| Participant deferral / active EE | $6,889 | $6,166+11.7% | $5,453+26.3% | $6,407+7.5% |
| Admin fee / account holder | $87 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |