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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 | $307,123 | $184,014+66.9% | $161,149+90.6% | $138,895+121.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | 19.27% | 21.52%-2.2pp | 21.16%-1.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,654 | $5,055-47.5% | $4,360-39.1% | $4,194-36.7% |
| Participant deferral / active EE | $8,038 | $6,909+16.3% | $6,153+30.6% | $6,396+25.7% |
| Admin fee / account holder | $199 | $18,027-98.9% | $15,194-98.7% | $12,562-98.4% |