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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 | $502,628 | $175,259+186.8% | $149,723+235.7% | $139,487+260.3% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 12.69% | 166.82%-154.1pp | 134.50%-121.8pp | 373.84%-361.2pp |
| Employer contribution / active EE | $7,579 | $5,478+38.3% | $4,821+57.2% | $4,755+59.4% |
| Participant deferral / active EE | $5,379 | $6,522-17.5% | $5,682-5.3% | $6,713-19.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |