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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 | $387,971 | $172,111+125.4% | $150,298+158.1% | $137,256+182.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 22.25% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,033 | $4,636-56.1% | $4,154-51.1% | $4,156-51.1% |
| Participant deferral / active EE | $10,508 | $6,166+70.4% | $5,453+92.7% | $6,407+64.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |