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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 | $406,055 | $183,516+121.3% | $155,534+161.1% | $145,884+178.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 32.57% | 61.43%-28.9pp | 64.92%-32.3pp | 551.85%-519.3pp |
| Employer contribution / active EE | $1,454 | $5,315-72.6% | $4,675-68.9% | $4,662-68.8% |
| Participant deferral / active EE | $5,725 | $6,467-11.5% | $5,630+1.7% | $6,690-14.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |