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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 | $276,552 | $156,398+76.8% | $147,318+87.7% | $138,895+99.1% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 13.10% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,472 | $4,853-49.1% | $4,593-46.2% | $4,194-41.1% |
| Participant deferral / active EE | $7,051 | $8,237-14.4% | $7,906-10.8% | $6,396+10.2% |
| Admin fee / account holder | $58 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |