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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 | $213,785+19.8% | $185,441+38.1% | $155,188+65.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 19.72% | 19.97%-0.2pp | 20.16%-0.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $1,565 | $5,393-71.0% | $4,672-66.5% | $4,248-63.2% |
| Participant deferral / active EE | $10,110 | $6,864+47.3% | $6,152+64.3% | $6,531+54.8% |
| Admin fee / account holder | $20 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |