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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 | $278,409 | $197,637+40.9% | $177,848+56.5% | $158,982+75.1% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 24.20% | 58.77%-34.6pp | 48.33%-24.1pp | 302.99%-278.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,820 | $8,405+64.4% | $7,714+79.2% | $5,983+131.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |