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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 | $309,234 | $106,280+191.0% | $96,538+220.3% | $139,487+121.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 23.28% | 38.48%-15.2pp | 35.74%-12.5pp | 373.84%-350.6pp |
| Employer contribution / active EE | $4,451 | $4,107+8.4% | $3,740+19.0% | $4,755-6.4% |
| Participant deferral / active EE | $7,011 | $5,457+28.5% | $4,880+43.7% | $6,713+4.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |