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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 | $199,109+28.6% | $173,730+47.4% | $154,746+65.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 19.72% | 20.02%-0.3pp | 19.96%-0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,565 | $5,311-70.5% | $4,577-65.8% | $4,379-64.3% |
| Participant deferral / active EE | $10,110 | $7,113+42.1% | $6,326+59.8% | $6,730+50.2% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |