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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 | $281,728 | $117,859+139.0% | $102,438+175.0% | $145,959+93.0% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 12.67% | 31.72%-19.0pp | 29.37%-16.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,121 | $3,615-41.3% | $3,024-29.8% | $4,661-54.5% |
| Participant deferral / active EE | $5,361 | $5,732-6.5% | $5,054+6.1% | $6,689-19.9% |
| Admin fee / account holder | $14 | $13,318-99.9% | $9,448-99.8% | $13,398-99.9% |