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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 | $154,228+79.3% | $145,433+90.2% | $137,256+101.5% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 13.10% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,472 | $4,804-48.6% | $4,554-45.7% | $4,156-40.5% |
| Participant deferral / active EE | $7,051 | $8,216-14.2% | $7,897-10.7% | $6,407+10.1% |
| Admin fee / account holder | $58 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |