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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 | $262,542 | $174,379+50.6% | $152,093+72.6% | $138,895+89.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 12.71% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $11,853 | $4,652+154.8% | $4,175+183.9% | $4,194+182.6% |
| Participant deferral / active EE | $5,022 | $6,159-18.5% | $5,451-7.9% | $6,396-21.5% |
| Admin fee / account holder | $3 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |