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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 | $256,042 | $178,174+43.7% | $156,181+63.9% | $137,256+86.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 19.72% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,565 | $4,972-68.5% | $4,294-63.6% | $4,156-62.4% |
| Participant deferral / active EE | $10,110 | $6,888+46.8% | $6,132+64.9% | $6,407+57.8% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |