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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 | $444,158 | $185,312+139.7% | $161,489+175.0% | $154,746+187.0% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 21.64% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,714 | $4,769-43.1% | $4,268-36.4% | $4,379-38.0% |
| Participant deferral / active EE | $8,857 | $6,350+39.5% | $5,630+57.3% | $6,730+31.6% |
| Admin fee / account holder | $1 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |