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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 | $466,084 | $181,896+156.2% | $156,551+197.7% | $273,972+70.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 1346.95% | 30.74%+1316.2pp | 32.23%+1314.7pp | 41.46%+1305.5pp |
| Employer contribution / active EE | $7,477 | $6,248+19.7% | $5,501+35.9% | $4,869+53.6% |
| Participant deferral / active EE | $13,857 | $5,550+149.7% | $4,871+184.5% | $5,287+162.1% |
| Admin fee / account holder | $221 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |