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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 | $356,642 | $181,062+97.0% | $158,223+125.4% | $155,188+129.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 18.08% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $980 | $4,565-78.5% | $4,109-76.2% | $4,248-76.9% |
| Participant deferral / active EE | $13,625 | $6,134+122.1% | $5,467+149.2% | $6,531+108.6% |
| Admin fee / account holder | $217 | $18,825-98.8% | $16,047-98.7% | $14,480-98.5% |