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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 | $342,842 | $201,264+70.3% | $184,185+86.1% | $145,978+134.9% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 18.32% | 29.00%-10.7pp | 28.81%-10.5pp | 550.52%-532.2pp |
| Employer contribution / active EE | $13,170 | $7,021+87.6% | $6,426+105.0% | $4,662+182.5% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,132-34.3% | $6,690-10.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |