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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 | $446,373 | $201,259+121.8% | $184,200+142.3% | $145,959+205.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.83% | 28.98%-16.2pp | 28.80%-16.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $3,669 | $7,018-47.7% | $6,424-42.9% | $4,661-21.3% |
| Participant deferral / active EE | $20,333 | $9,806+107.3% | $9,132+122.7% | $6,689+204.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |