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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 | $253,571 | $148,582+70.7% | $135,942+86.5% | $139,456+81.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 33.19% | 79.26%-46.1pp | 68.28%-35.1pp | 373.45%-340.3pp |
| Employer contribution / active EE | $2,037 | $5,245-61.2% | $4,858-58.1% | $4,753-57.1% |
| Participant deferral / active EE | $7,170 | $8,101-11.5% | $7,759-7.6% | $6,711+6.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |