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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 | $330,056 | $201,370+63.9% | $184,256+79.1% | $145,897+126.2% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 13.03% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $9,492 | $7,024+35.1% | $6,427+47.7% | $4,663+103.6% |
| Participant deferral / active EE | $12,270 | $9,808+25.1% | $9,133+34.3% | $6,689+83.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |