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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 | $363,703 | $185,830+95.7% | $170,004+113.9% | $139,427+160.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 11.14% | 60.52%-49.4pp | 53.39%-42.2pp | 373.27%-362.1pp |
| Employer contribution / active EE | $2,780 | $7,591-63.4% | $6,786-59.0% | $4,752-41.5% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,711+123.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |