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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 | $185,905+95.6% | $170,057+113.9% | $139,487+160.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 11.14% | 60.56%-49.4pp | 53.42%-42.3pp | 373.84%-362.7pp |
| Employer contribution / active EE | $2,780 | $7,597-63.4% | $6,790-59.1% | $4,755-41.5% |
| Participant deferral / active EE | $15,000 | $11,627+29.0% | $10,411+44.1% | $6,713+123.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |