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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 | $213,785+43.7% | $185,441+65.6% | $155,188+97.9% |
| Participation rate | 57.1% | 83.2%-26.1pp | 80.3%-23.1pp | 80.8%-23.7pp |
| Annual return | 19.27% | 19.97%-0.7pp | 20.16%-0.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,654 | $5,393-50.8% | $4,672-43.2% | $4,248-37.5% |
| Participant deferral / active EE | $8,038 | $6,864+17.1% | $6,152+30.7% | $6,531+23.1% |
| Admin fee / account holder | $199 | $21,134-99.1% | $17,890-98.9% | $14,480-98.6% |