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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 | $436,527 | $227,597+91.8% | $189,575+130.3% | $167,536+160.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 11.71% | 78.44%-66.7pp | 64.19%-52.5pp | 478.82%-467.1pp |
| Employer contribution / active EE | $2,933 | $5,316-44.8% | $4,412-33.5% | $4,839-39.4% |
| Participant deferral / active EE | $5,637 | $7,002-19.5% | $6,174-8.7% | $6,342-11.1% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |