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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 | $263,981 | $111,814+136.1% | $103,374+155.4% | $145,959+80.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 29.14% | 24.77%+4.4pp | 24.89%+4.2pp | 561.95%-532.8pp |
| Employer contribution / active EE | $3,220 | $4,214-23.6% | $3,869-16.8% | $4,661-30.9% |
| Participant deferral / active EE | $5,750 | $5,618+2.3% | $5,058+13.7% | $6,689-14.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |