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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 | $342,113 | $154,228+121.8% | $145,433+135.2% | $137,256+149.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 23.32% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $5,692 | $4,804+18.5% | $4,554+25.0% | $4,156+36.9% |
| Participant deferral / active EE | $4,800 | $8,216-41.6% | $7,897-39.2% | $6,407-25.1% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |