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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 | $441,625 | $156,398+182.4% | $147,318+199.8% | $138,895+218.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 13.48% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,446 | $4,853-49.6% | $4,593-46.8% | $4,194-41.7% |
| Participant deferral / active EE | $11,255 | $8,237+36.6% | $7,906+42.4% | $6,396+76.0% |
| Admin fee / account holder | $160 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |