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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 | $395,403 | $196,972+100.7% | $182,262+116.9% | $198,609+99.1% |
| Participation rate | 25.0% | 85.7%-60.7pp | 84.2%-59.2pp | 82.4%-57.4pp |
| Annual return | 24.14% | 158.27%-134.1pp | 140.60%-116.5pp | 202.70%-178.6pp |
| Employer contribution / active EE | $1,647 | $5,364-69.3% | $5,046-67.4% | $5,055-67.4% |
| Participant deferral / active EE | $7,625 | $8,643-11.8% | $8,276-7.9% | $6,977+9.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |