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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 | $283,280 | $126,661+123.7% | $113,397+149.8% | $138,895+104.0% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 20.34% | 25.05%-4.7pp | 23.20%-2.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $2,150 | $3,456-37.8% | $2,977-27.8% | $4,194-48.7% |
| Participant deferral / active EE | $4,270 | $5,693-25.0% | $5,076-15.9% | $6,396-33.2% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |