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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 | $308,709 | $183,516+68.2% | $155,534+98.5% | $145,884+111.6% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 20.59% | 61.43%-40.8pp | 64.92%-44.3pp | 551.85%-531.3pp |
| Employer contribution / active EE | $2,215 | $5,315-58.3% | $4,675-52.6% | $4,662-52.5% |
| Participant deferral / active EE | $4,574 | $6,467-29.3% | $5,630-18.8% | $6,690-31.6% |
| Admin fee / account holder | $16 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |