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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 | $138,312+104.8% | $122,979+130.3% | $155,188+82.5% |
| Participation rate | 69.2% | 80.2%-11.0pp | 77.2%-8.0pp | 80.8%-11.6pp |
| Annual return | 20.34% | 22.06%-1.7pp | 20.12%+0.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,150 | $3,530-39.1% | $3,062-29.8% | $4,248-49.4% |
| Participant deferral / active EE | $4,270 | $5,592-23.6% | $5,003-14.6% | $6,531-34.6% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |