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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 | $362,445 | $157,276+130.5% | $141,177+156.7% | $152,885+137.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.43% | 64.33%-44.9pp | 71.40%-52.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $5,425 | $5,262+3.1% | $4,736+14.6% | $4,763+13.9% |
| Participant deferral / active EE | $14,333 | $7,110+101.6% | $6,710+113.6% | $5,851+145.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |