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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 | $335,646 | $217,432+54.4% | $185,851+80.6% | $167,553+100.3% |
| Participation rate | 68.8% | 86.1%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 42.44% | 148.43%-106.0pp | 122.11%-79.7pp | 478.89%-436.5pp |
| Employer contribution / active EE | $4,459 | $5,874-24.1% | $5,168-13.7% | $4,840-7.9% |
| Participant deferral / active EE | $4,944 | $6,357-22.2% | $5,569-11.2% | $6,343-22.0% |
| Admin fee / account holder | $5 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |