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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 | $155,555+77.8% | $146,866+88.3% | $155,188+78.2% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.5%-26.3pp | 80.8%-24.6pp |
| Annual return | 13.10% | 115.41%-102.3pp | 102.85%-89.8pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,472 | $4,647-46.8% | $4,425-44.1% | $4,248-41.8% |
| Participant deferral / active EE | $7,051 | $8,044-12.4% | $7,759-9.1% | $6,531+8.0% |
| Admin fee / account holder | $58 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |